Latest monthly commentary
While global equity markets paused for breath in July the local markets continued to forge ahead with the NZX50 up 3.4% and the Australian All Ords up 3.0%, taking returns for both indices to 23% YTD.
Who we are
SCL outsources its back office administration to Custodial Services Limited, which provides custody, settlements, portfolio valuation, and reporting...
How we operate
We manage each client’s portfolio to an “investment mandate” which is designed to meet each clients’ objectives. Investment mandates are reviewed annually...
our investment beliefs
The reason many investors lose money in equities is because of their lack of knowledge about the businesses in which they invest
and their lack of experience in managing the inherent risk in equity markets.
Minimising losses is central to the effectiveness of compounding returns and wealth creation.
