Fusion Investment Portfolio Update – August 2009
September 1, 2009 10:29 am by Dean Morel
The Fusion Investing Portfolio posted a small gain in August, though was resoundingly thrashed by the S&P/ASX 200 Index. The portfolio relative outperformance decreased from 16.7%, to 13.1%. Since inception the portfolio is down an absolute 9.9%.
The only transaction in August was the sale of STW.AX, the S&P/ASX 200 tracking fund at $40.95. STW.AX has risen since then and closed last night at $42.20. The sale dramatically increased the portfolio cash position, which now sits at 39.6%.
Last Update: Fusion Portfolio’s return to 31 July
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