December 2019 Investment Report

January 21, 2020
Investment Updates

During December 2019 the Ethical Partners Australian Share Fund returned -1.90% versus the S&P/ASX 300 Accumulation Index of -2.03%, slightly outperforming the market by 0.12% (after fees). Over the last quarter the Fund benefited from overweight positions in Consumer Discretionary and an underweight position in Real Estate. Key detractors over the last quarter included an underweight position in Health care and an overweight position in Industrials.

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