Portfolio update | November 2016
The S&P/ASX 300 Accumulation Index rose 2.80% in November, buoyed by the optimism around global growth under the next US President. Financials and Energy were the top-performing sectors, while Healthcare and Telecommunications both declined during the month.
For the portfolio, Ralton's investments with leverage to either US infrastructure, US inflation and in turn, rising US interest rates, such as QBE, IPL and CPU, all performed well in November.
November 2016 reports