Astute stock picking, great results

August 2, 2014

Despite all the uncertainty of  global geopolitical events over recent times, Australian equities have produced great returns over the past 12 months with the benchmark ASX200 Accumulation Index increasing by 16.5%.   If you think that is impressive, how would you feel if your Australian share portfolio had produced an overall return of 25% to 35%.  If you like to see some of the stocks that produced those returns, have a look at our top recommendations on our website at www.morganwealth.com.au.

Great returns were also there for the taking in the floating rate listed capital  notes and preference shares with our selected portfolio producing a total return of around 9.5% over the same 12 month period.  Yes, we know the theoretical risks of those types of  securities are greater than cash and term deposits, but we think that providing the underlying companies are financially sound and have a high degree of earnings certainty, that is a risk worth taking.

Our Top Recommendations
Percentage returns as capital growth and dividends for year ended 31 July 2017
Challenger Limited
38.79%
Blue Sky Limited
22.97%
Altium Ltd
22.24%
Macquarie Group
21.70%
Crown Resorts CWNHB
18.79%
Platinum International Fund
18.26%
AMA Group
12.65%
Crown Resorts
9.59%
State Global Equity Fund
8.54%
CSL Limited
8.24%
ASX200 Accum Index (for comparison)
7.33%