Asset Management

Coming soon in March 2020

Why invest in Global Markets
Kauri Growth Portfolio
In 2019, the International Growth Portfolio gained 29.4% after all fees, outperforming the Dow Jones (22.3%) and S&P 500 (28.9%)
Portfolio gains were underpinned by exposure to six of the top ten performing Dow Jones stocks for 2019 (APPL, MSFT, V, GS, NKE, DIS)
We also held last year’s best-performing S&P 500 stock (AMD), and four of the top ten performing NASDAQ-100 stocks
Outperformance has continued into 2020. The portfolio added 6% in January, versus the S&P 500, -0.2%, and the Dow Jones, -0.7%

10 years of US market gains 2010-2020