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Delivering outperformance in challenging markets

Watershed Australian Share SMA:

Delivering outperformance in challenging markets

The March quarter saw significantly higher activity within the Australian Share Portfolio than would ordinarily be expected, but this has not been an ordinary market.

Over the quarter we unwound the portfolio’s conservative market positioning and added a number of oversold, quality names to the portfolio, exiting the month fully invested.

Link below for our detailed March Quarter Update.


  • Fell 9% less than benchmark (ASX 200 Accumulation index) in February and March
  • Portfolio fully invested over the month of March (cautious positioning unwound)
  • Portfolio up 8.16% so far in April (in absolute terms)

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