Salita G Series portfolios – Monthly performance and market update for June 2026
Markets ended June on positive note. A welcome feature of global equity markets in June was a broadening of market leadership as investors took profits on mega cap tech hyperscalers and the market rotated to sectors with more attractive near term earning.
Domestically equity investors focussed on growth and defensive sectors at the expense of energy and materials. Additionally fixed income and listed property were positive asset classes for the month supported by lower bond yields.
The Salita G series portfolios participated through positive contributions from Life Cycle Concentrated Global Share, RQI Global Value, Resolution Capital Global Property, and all fixed income managers.
However, the month also showed why diversification matters. Australian active equity, small caps and listed infrastructure were more challenged. The key message for clients is that the portfolios are not built around one market story, they are designed to access multiple sources of return across regions, sectors, styles and asset classes as leadership shifts.
Below are the links to the Salita June portfolio reporting as at 30th June 2026
The June monthly markets insight is also available on the site, and can be accessed here Salita Market Insights – June 2026
Further information
If you would like further information about these investments, please contact your Plus7FM team.
Alternatively, you can speak with a member of our Adviser Services team by calling (08) 8130 5500 or email any questions.
