The Fund fell 8.15% in September as technology, coal and lithium holdings detracted and the RBA raised the cash rate to 4.60%.
The Fund rose 11.74% in August as coal, gold and lithium holdings led returns and the portfolio rotated away from higher-beta names.
The Fund fell 2.36% in July on energy and healthcare softness, and used the pullback to add to growth and energy positions.
The global energy capex shortfall is structural, not cyclical. Datt Capital explains why Australian energy stocks are positioned to benefit in FY2027.
With the cash rate barely above inflation, cash in an SMSF earns close to zero in real terms. What this means for trustees weighing equities.
In June 2026, the Fund returned -8.14%, driven almost entirely by an energy exposure pullback as a Middle East ceasefire triggered a sharp sector rotation.
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