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October Scorecard

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 – highlighting the benefits of our emphasis on downside protection.

Our Investment Team are currently focused on:

  • Inflationary pressure believing it will precipitate a normalisation of monetary policy
  • Remaining short duration aware that traditional fixed income will fail to be defensive in a rising yield environment
  • Maintaining a dynamic approach to asset allocation with a focus on downside protection

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