It’s half year, are you bruised?

We have just passed the half way mark for 2015. Are you bruised by your financial assets performance? Well, I suffered some bruising, but nothing serious yet.


Performances of some were:


1. Singapore equity portfolio was down 7.8% from costs.

2. Australian fixed deposit down 15.3%.

3. Templeton Global Total Return Fund A(Mdis) SGD-H1was down 8.7%.


On a total portfolio basis, the overall reduction in value was 1.68%.


The above did not consider income earned and realised capital gains on financial assets. The total actual return on fund at half way mark was 2.02%.


This year seems to be a difficult year with volatility compared with previous year. I am not too certain how 2015 will end. Stay vigilant and keep an eye on your financial assets.


Copyright © 2015, limkimtong for Living Investment


The material presented is intended to be general and written in layman’s language as much as it is possible. The author shall not be liable for any direct or consequential loss arising from any use of material written. Please seek professional advice from your financial advisor or financial institutions on material written covering financial matters.

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