Salita G Series portfolios – Monthly performance and market update for May 2026
May’s market rally was led by a narrow but powerful theme: global technology, artificial intelligence and semiconductor-related companies.
While this provided a strong tailwind for the Salita G series Portfolio’s global equity exposures, including iShares Hedged International Equity Index, Life Cycle Concentrated Global Share and RQI Global Value, the portfolio’s outcome was not dependent on AI alone.
Returns for the G Series in May were also supported by Australian value, where RQI Australian Value was a standout, and by fixed income, with all four bond managers contributing positively as yields eased late in the month.
At the same time, areas such as emerging markets, infrastructure and global property were more challenged, reminding us that not every asset class or manager moves in the same direction at the same time. That is the strength of diversification; the portfolio participated in the dominant market trend, but it was built to draw returns from multiple regions, asset classes and investment styles, not just one headline theme.
Below are the links to the Salita May portfolio reporting as at 31st May 2026
The May monthly markets insight is also available on the site, and can be accessed here Salita Market Insights - May 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.
