Taking a break from Cadence Capital

Our LICs have beaten the market since the portfolio's inception – here are our plans going forward.

We’ve come to the end of the first quarter for the calendar year and it’s time to sit back and take stock of the LIC portfolio. The All Ordinaries Accumulation Index declined -2.35 per cent for the quarter. The LIC model portfolio was down -3.79 per cent.

Since inception, the LIC portfolio is up 2.69 per cent while the All Ords is down -2.4 per cent.

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