In a very challenging month for investors – the Watershed Portfolios all delivered substantial outperformance against their benchmarks. Of particular note was that our Conservative and Balanced Portfolios achieved a strong positive return despite their benchmarks falling into negative territory – highlight...

Markets fell into negative territory in September, with two emerging risks impacting investor sentiment: 1. Slowing Growth in China – the near-collapse of property developer Evergrande sparked fears that it would trigger a broader economic slowdown. In addition, the Chinese government intensified its re...

Addition of Pimco Trends Fund Much of our recent commentary has centred around valuations and the fact that markets are effectively priced to perfection in an environment that is anything but certain. Our recent trade updates and portfolio positioning has become progressively more cautious on this them...

FY21 reporting season has come to a close with the market edging higher over the period. Several key themes emerged which we have addressed below, and more than usual in a covid backdrop the focus was less on past results and more on outlook statements and how the operating environment is being impacted by...

SHOOTING THE LIGHTS OUT Watershed's Top Performing Multi-Asset Managed Accounts reach 5 year performance milestone on platform The Watershed Multi-Asset Portfolios rounded out the June Quarter with continued strong performance and over 5 years now have significantly outperformed all of our Managed Acc...

Markets have continued their upward momentum at the start of June in what is traditionally a weak month coming into the end of the Financial Year with portfolios being reshuffled, tax loss selling etc.

Graeme Miller  –  Watershed Equity Analyst  “I’m excited to be joining Watershed at a time when increasing numbers of advisers are shifting towards the managed account model. I am a strong advocate of Watershed’s dynamic investment process that has seen …

One year on from the Market Crash: We analyse both downside protection and upside capture; the reason for Watershed's top of the table performance. The Watershed Multi-Asset Models finished the March Quarter remaining at the top of the performance tables across all major risk categories - Conservative...

WATERSHED MULTI-ASSET PORTFOLIOS COMFORTABLY TOP THE CHARTS IN 2020 The Watershed Multi-Asset models rounded out the 2020 Calendar year with another quarter of exceptional performance. Each of our Conservative, Balanced and Growth Portfolios remain well ahead of both their respective benchmarks and ind...

There is not a lot that can be said about Calendar Year 2020 that hasn’t been said already. From a market perspective, few in recent history have been as challenging. The year began watching our nation on fire and within a short period of time we were staring down the smouldering wreckage of a share mark...

In an industry where you are often deluged with performance tables it is easy to become somewhat desensitised to what appear to be subtle differences in percentage return. The difference between a 5.5% return and a 6.5% return over a quarter or a year-long period may seem minor. However, when extrapolate...

This year has been an incredibly interesting one (for lack of a better adjective) for advisers and fund managers and a year in which I am incredibly proud of the outcomes delivered by our team. In thinking about the ‘why’, I recall this article from a few years ago about what makes a good fund manager - Ad...