After an excellent month in December, returns in January seemed to be somewhat subdued.

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Pay down mortgage or boost super – which is best? You might be wondering what to do with your cashflow given the recent rise in home loan interest rates. Should you pay off your mortgage faster or save more in super? While the answer depends on your personal situation, investing more in super may make your money work harder.

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After a poor month for nearly all investments in October, returns during November and December were exceptional.

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After a poor month for nearly all investments in October, returns during November were exceptionally strong.

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During October, Global Share performance was poor. Global shares lost 1.0% on an unhedged basis, and lost 2.8% on a hedged basis. Unhedged outperformed due to the AUD losing ground against both the Euro and the USD.

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During September, Global Share performance was poor. Global shares lost 4.0% on an unhedged basis and lost 3.6% on a hedged basis. The difference was mostly due to the appreciation of the AUD versus the Euro.

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For August, the U.S. S&P 500 price index was down 1.8%. Several of the household-name tech giants experienced a pullback and weighed on the index overall. At the sector level, Consumer Staples companies were generally weaker, as were Financials and Real Estate.

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During July, Global Share performance was favourable. Global shares gained 2.1% on an unhedged basis, and gained an even better 3.1% on a hedged basis, due to an appreciating AUD relative to the USD.

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During June, Global Share performance was favourable. Global shares gained 3.1% on an unhedged basis, and gained an even better 5.6% on a hedged basis, due to an appreciating AUD relative to the USD.

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During May, Global Share performance was mediocre. Global shares gained 1.2% on an unhedged basis, but lost 0.2% on a hedged basis, due to a depreciating AUD relative to the USD.

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