COVID-19 Six Months Later

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To our valued clients and friends,

In this brief video, Angus shares his observations about COVID-19, being 6 months in.

As always, please don’t hesitate to contact us if we can help.

Angus, Kerrie & Leigh

Coronavirus Update

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To our valued clients and friends,

 

In this video, I wanted to provide an update with regard to the worsening conditions caused by the coronavirus

It is important that investors do not panic and sell at this time so as to avoid crystallising losses, but continue to focus on long-term investment strategies which have well rewarded us in the past.

We are currently placing a hold on the rebalance of client portfolios due to the present levels of volatility. We will, however, continue to review the timing of the investment of funds as well as our overall investment strategies in light of this volatility.

As always, please don’t hesitate to contact us if we can help.

Angus, Kerrie & Leigh

2019 Christmas Wishes

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To our valued clients and friends,

We would like to take this opportunity to wish you all very happy and safe Christmas and holiday season as we reflect upon 2019 and look forward to 2020.

Thank you for your ongoing loyalty and support.
Cheers from Angus, Kerrie & now Leigh

 

AMPEXIT

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To our valued clients and friends,

As of 1st October 2019, ASIC have granted us our own Australian Financial Services Licence – Number 516 672. This means we are no longer under AMP’s financial licence.

We can continue to use AMP products that we like, such as their property and infrastructure funds and the lower cost North/MyNorth platform. However, having our own licence will provide us with greater independence, business freedom, opportunities and autonomy.

We look forward to continuing to assist and advising you.

Thank you for your ongoing loyalty and support.
Cheers from Angus, Kerrie & now Leigh

 

August 2019 Market Update

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Dear Clients and Friends,

We would like to take this opportunity to provide you with a short video discussing the Q3 August markets. Additionally, Angus will discuss what he took out of his recent trip to the 2 Day Portfolio Construction Conference in Sydney

 

 

 

Connect with us!

Website: http://hordernwealth.com/

Email: enquiries@hordernwealth.com

Phone: (02) 9415 6066

Address: 20/12-18 Tryon Rd, Lindfield NSW 2070

March 2019 Market Update

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Dear Clients and Friends,

We would like to take this opportunity to provide you with a short video discussing the end of last years financial performance, as well as an update on this years 1Q markets. Additionally, we will be discussing events in Australia such as the upcoming State and Federal elections.

 

Connect with us!

Website: http://hordernwealth.com/

Email: enquiries@hordernwealth.com

Phone: (02) 9415 6066

Address: 20/12-18 Tryon Rd, Lindfield NSW 2070

November 2018 – Markets Update

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Dear Clients and Friends,

Attached in this video is an update on the how the markets within November of 2018 operated. If anything, please let us know if you need assistance in any areas necessary.

 

Connect with us!

Website: http://hordernwealth.com/

Email: enquiries@hordernwealth.com

Phone: (02) 9415 6066

Address: 20/12-18 Tryon Rd, Lindfield NSW 2070

AMP Capital Core Infrastructure Fund & Melbourne Airport Tour

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August 2017 – AMP CCIF Melbourne Airport Visit 

Angus Hordern of Hordern Wealth Management visited Melbourne Airport at the invitation of AMP Capital Investors where he had the pleasure of meeting with two of the AMP Capital Core Infrastructure Fund’s Key Investment Directors, John Julian and David Kenny, who is also a Director of APAC, Australian Pacific Airports Corporation.  These directors spoke at length about Melbourne Airport which represents the largest single investment within this fund, highlighting the following: –

  • Half of the fund’s investments are listed on the stock market and half are invested in real assets (e.g. the Melbourne Airport);
  • The fund has been running since 30 June 2007 and over the last decade has produced an average compound return in excess of 8% (which includes the downturn in the GFC);
  • The fund never stopped redemptions throughout the GFC (but simply postponed daily to monthly redemptions); and

Approximately half of the fund’s investments are in Australia and half overseas (with a tendency to have more overseas currently).

 

Federal Budget Summary – May 2017

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Angus Hordern from Hordern Wealth Management summarises key points from the May 2017 Federal Budget including: –

Non-Concessional contributions to Super for individuals aged over 65;

First Home Super Saver Scheme;

Marginal Tax Rates;

Medicare Levy Increase including Low-Income Thresholds;

Pensioner Concession Card Reinstated and more.

Click on the link below for Angus’s in-depth summary.

May 2017 – Budget Summary

Antipodes Named as Emerging Fund Manager of the Year

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Angus Hordern, Hordern Wealth Management – A key component of our current recommended portfolio, Antipodes Global Fund is named as “Money Management’s” Emerging Fund Manager of the Year 2017.

May 2017 Money Management Article – Antipodes Global Fund