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APRIL 2021 SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA rose 3.73% in April, almost exactly matching the benchmark S&P/ASX 300 Accumulation index. The Growth SMA has risen 11.28% over the rolling 12 months – lagging the 31.58% rise in the benchmark index. The fact that we have underperformed…
MARCH 2021 SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA fell 1.18% in March, falling short of the 2.3% rise in the benchmark S&P/ASX 300 Accumulation index. The primary reason for the under-performance through the month was our large exposure to the big three iron ore miners in BHP,…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA rose 2.75% in February, outperforming the 1.48% rise in the benchmark S&P/ASX 300 Accumulation index by 1.27%. The Growth SMA has risen 15.86% over the past 12 months – outperforming the 7.06% rise in the benchmark index by 8.80%…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA fell 1.71% in January, falling short of the 0.56% rise in the benchmark S&P/ASX 300 Accumulation index. The Growth SMA has risen 6.41% over the past 12 months – outperforming the 2.69% fall in the benchmark index by 9.10% for the…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA fell 2.58% in December, underperforming the 1.32% rise in the benchmark S&P/ASX 300 Accumulation index by 3.9%. The Growth SMA has risen 12.49% over the past 12 months – outperforming the 1.73% rise in the benchmark index by 10.76% for the…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA rose 11.00% in November, marking our best monthly rise ever and outperforming the 10.23% rise in the benchmark S&P/ASX 300 Accumulation index by 0.77%. The Growth SMA has risen 12.82% over the past 12 months – outperforming the 1.62% fall in the benchmark…
BREAKING NEWS: Light at the End of the Tunnel. Big vaccine developments just before we hit the send button. A brief summary: Stocks around the globe rallied after German-based BioNTech and Pfizer announced that their COVID-19 vaccine candidate achieved success in the first interim analysis of a Phase 3 study. The company said that the…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA fell 3.02% in September, outperforming the 3.59% fall in the benchmark S&P/ASX 300 Accumulation index by 0.57%. The Growth SMA has risen 5.06% over the past 12 months – outperforming the 9.96% fall in the benchmark index by 15.02% for the period. While…
SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) *Marcus Today/Thompson Reuters | 10/08/2020 | Details correct at time of publication. Past performance is not a reliable indicator of future returns. The Marcus Today Growth SMA fell 0.58% in August, falling short of the benchmark ASX 300 Accumulation index’s rise of 3.05%. Over the past 12 months…
