We have seen high levels of market volatility over recent weeks, driven by concerns about the impact of US (and retaliatory) tariffs, which has driven economic uncertainty and negative investor sentiment. Our investment advisors, Koda Capital, remain cautious but not alarmed, and our portfolio positioning remains well-structured for these conditions.
While ACF’s portfolio is not immune to market volatility, it is positioned to withstand this due to our focus on downside protection and endowment-style investing.
Our long-term portfolio is designed to weather short-term market fluctuations and deliver strong, consistent returns over time. While we never welcome a drop in value, these periods of volatility are a normal part of the investment cycle and are carefully monitored.
It’s also important to view recent fluctuations in the context of our longer-term performance:
- Strong recent returns: The portfolio delivered approximately 10% returns in both FY2023 and FY2024.
- Positive so far this year: Despite recent volatility, the portfolio is up around 1% for FY2025.
- Proven long-term growth: Since inception, the portfolio has returned an average of ~7% per year.
With Koda Capital’s ongoing guidance, we continue to actively monitor the markets and adjust the portfolio as needed. Koda remains confident in the portfolio’s position and long-term outlook.
Learn more about responsible investing here. For any queries related to investments, please contact our Fund and Client Services team on 03 9412 0412 or email [email protected].
