January 14, 2021

OZG Video Update – December 2020

Category: General News

The Ozgrowth portfolio posted a return of 45% (before fees and taxes) over the first half FY2021, aided by another very strong (+8.9%) monthly return in December. In this short video we talk to strong positive monthly contributions from a variety of sectors and including a net positive contribution from gold and nickel holdings. Please click […]

Read More »
January 14, 2021

WIC Video Update – December 2020

Category: General News

The Westoz portfolio posted another strong month (+6.3%) to finish up 38.8% for the December half. In this short video we discuss portfolio news flow over the period and positive/negative contributors to the Company’s investment portfolio.   Please click on the above image to watch the video.

Read More »
December 16, 2020

OZG Video Update – November 2020

Category: General News

The Ozgrowth portfolio increased in value by 12% in November and has now added 33% since 30th June 2020. In this short video we talk to strong positive monthly contributions from a variety of sectors and including a net positive contribution from gold holdings.

Read More »
December 16, 2020

WIC Video Update – November 2020

Category: General News

November was strongest monthly performance (+21.7%) since inception drives pre-tax NTA gain of over 20c/share. In this short video we discuss portfolio news flow over the period and positive/negative contributors to the Company’s investment portfolio. We also talk to portfolio investment activity and the increasingly positive economic indicators emerging in Western Australia.

Read More »
November 6, 2020

WIC Video Update – October 2020

Category: General News

Over October the Westoz portfolio decreased marginally in value (-0.5%). Volatility and an associated decrease in liquidity negatively impacted investment prices towards month’s end after a solid performance theretofore. In this short video we discuss portfolio news flow over the period and positive/negative contributors to the Company’s investment portfolio. We also talk to portfolio investment activity and the increasingly […]

Read More »
November 6, 2020

OZG Video Update – October 2020

Category: General News

The Ozgrowth portfolio increased in value by approx. 2% over a month of heightened volatility. This was pleasing given the muted returns in the small companies and resources sectors of the market. The Ozgrowth portfolio has now posted a gross return of 19% over the first four months of FY2021. In this short video we […]

Read More »
October 8, 2020

WIC Video Update – September 2020

Category: General News

 Over September the Westoz portfolio increased in value by 1.5% on a gross basis which was pleasing given the volatile equity (All Ordinaries -3.4%) and commodity market environment. This brought the fund investment return for the first quarter of the financial year to 7.8% (before fees and taxes) versus a comparative return of 1.1% for […]

Read More »
October 8, 2020

OZG Video Update – September 2020 – Strong first quarter for portfolio returns

Category: General News

 The Ozgrowth portfolio increased in value by just under 1% over the month. The portfolio has enjoyed a great start to the year and is up 16.8% over the first quarter FY2020 versus a comparative return of 1.1% for the ASX All Ordinaries Index. In this short video, Phil Rees and Dermot Woods comment […]

Read More »
September 11, 2020

OZG Company Update – August 2020

Category: General News

The Ozgrowth portfolio increased 5.0% in August. The portfolio is now up 15.7% over the first two months of this financial year. In this short video, Phil Rees comments on the payment of the FY20 final dividend and highlights the franking credit and profit reserve balances reported in the Company’s recently released FY20 financial report. […]

Read More »
September 11, 2020

WIC Company Update – August 2020

Category: General News

The Westoz portfolio continued its positive start to the financial year rising a further 3.2% in August. In this video, Phil Rees comments on the payment of the FY20 dividend and highlights the franking credit and profit reserve balances reported in the Company’s recently released FY20 financial report. Dermot Woods then talks to the portfolio’s […]

Read More »

Filter by month

Filter by category

Subscribe to our newsletter

* indicates required