Stocks continue to ignore bonds
Major asset class performance
|Asset classes||1 month %||1 year %||5 years (p.a.) %|
|Australian Small Companies||0.7%||32.3%||9.6%|
|Global shares (hedged)||1.8%||33.7%||13.9%|
|Global shares (unhedged)||4.0%||31.8%||15.2%|
|Global small companies (unhedged)||1.4%||42.2%||13.7%|
|Global emerging markets (unhedged)||-4.7%||17.7%||11.1%|
|Global listed property (hedged)||3.9%||33.6%||4.5%|
|Australian fixed income||1.8%||0.5%||3.4%|
|International fixed income||1.3%||0.1%||3.0%|
Source: Bloomberg & IOOF, 31 July 2021
Indices used: Australian Shares: S&P/ASX 200 Accumulation Index, Australian small companies: S&P/ASX Small Ordinaries Accumulation Index, Global shares (hedged): MSCI World ex Australia Net Total Return (in AUD), Global shares (unhedged): MSCI World ex Australia Hedged AUD Net Total Return Index; Global small companies (unhedged): MSCI World Small Cap Net Total Return USD Index (in AUD); Global emerging markets (unhedged): MSCI Emerging Markets EM Net Total Return AUD Index; Global listed property (hedged): FTSE EPRA/NAREIT Developed Index Hedged in AUD Net Total Return; Cash: Bloomberg AusBond Bank Bill Index; Australian fixed income: Bloomberg AusBond Composite 0+ Yr Index; International fixed income: Bloomberg Barclays Global Aggregate Total Return Index Value Hedged AUD
|Exchange rates||At close on 30/4||1 month change %||1 year change %|
|Trade weighted index||61.6||-1.8%||-0.5%|
Source: Bloomberg & IOOF, 30 July 2021.
All foreign exchange rates are rounded to two decimal places where appropriate.
Please note: Past performance is not indicative of future performance.
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