Pro-D Balanced Fund

May was a tough month for most asset classes,  particularly assets with “duration” or “growth” characteristics.

April was a challenging month for most asset classes.

March provided a wide range of returns across asset classes.

Most asset classes experienced a continuation of recent months’ losses, with increasing Russia/Ukraine tensions (and active hostilities at month-end).

January saw steep falls across equity markets, with factors such as COVID-19 related supply chain issues, stubbornly high inflation prints.

Investment markets closed 2021 with another month of gains, with the Australian share market returning +2.7% and international shares up around +4% for the month.

The emergence of a new COVID-19 variant toward month-end saw most share markets close November a little lower.  In contrast, Australian bond returns were positive, as bond investors revised their outlook for inflation and official cash rates.

Australian Unity Pro-D Investment Funds – Monthly Fund Updates for January 2021