WIC Video Update – September 2020

October 8, 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 the All Ordinaries Index.

In this video we comment on: portfolio contributors; portfolio activity & structure; and, investment returns year to date. We also encourage investors to get in contact by phone or email with any questions or comments they may have.

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