Global Equities September quarter highlights

  • Global stocks rose 4.5% in Australian Dollar terms over the past three months, continuing gains on the prior quarter.
  • Australian investors benefited from a 3.9% decline in the Australian dollar, boosting the value of overseas share holdings.
  • Trading for the third quarter began very positively as markets digested what appeared to be a strong US second quarter earnings season with many businesses posting better than market forecasted profits.

For full details of the above key events and the performance of each fund for the three months within the quarter, please download the monthly reports which are available below.

Monthly reports

September 2019 Results Report Download
August 2019 Results Report Download
July 2019 Results Report Download
June 2019 Results Report Download
May 2019 Results Report Download
April 2019 Results Report Download
March 2019 Results Report Download
February 2019 Results Report Download
January 2019 Results Report Download
December 2018 Results Report Download
November 2018 Results Report Download
October 2018 Results Report Download

This information has been prepared by Walsh & Company Asset Management Pty Limited (ACN 159 902 708, AFSL 450 257) as investment manager for the Australian Governance & Ethical Index Fund (ARSN 625 826 646), together with Evans and Partners Investment Management Pty Limited (ACN 619 080 045, CAR No. 1255264), as investment manager for the Evans & Partners Asia Fund (ARSN 624 216 404), Evans & Partners Australian Flagship Fund (ARSN 625 303 068), Evans & Partners Global Flagship Fund (ARSN 158 717 072) and Evans & Partners Global Disruption Fund (ARSN 619 350 042). Information on the Evans & Partners International Fund (ARSN 166 708 792) has been provided by Evans and Partners Pty Limited (ACN 125 338 785, AFSL 318 075) in its capacity as investment manager. Together, these funds are known as the Global Equities Funds.

Past performance of the funds is not a reliable indicator of the future performance of the funds.