PROVIDING INVESTMENT SOLUTIONS
TO THE OFFSHORE MARKET

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Insights

Insight – Harmony Cautious Income fund downside protection in September while still paying 4% pa income

The key thing I’d highlight this month is actually the downside protection – Cautious Income is down 2.2% from the recent peak in early September vs a 7.8% fall for the S&P 500 and 9.4% for both the Nasdaq and FANG+ indices (not saying they deserve to be compared but many have done so whilst tech was going up!).

Yes MSCI World is flat year to date (to the 25th unlike data below), but we know that has been almost entirely driven by the performance of the mega cap growth / tech stocks which we naturally do not have much exposure to in the Cautious Income fund, given they pay little to no income.

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Viewpoint

Viewpoint – September 2020

The pattern of market performance since the March lows continued unabated in August: global equities strong, led by the US and within that tech stocks; high yield bonds, emerging market debt and convertible bonds outperforming safe haven government bonds; inflation protected bonds performing well; precious metals strong; and the dollar weak. The S&P 500, with a 7% rise, reached new all-time highs, dragging the MSCI World index to a new high, despite many of its other constituents remaining well below previous peaks. Within markets, tech stocks and other winners from the pandemic continued to forge ahead, the NASDAQ index rising 10% to new highs, while sectors most exposed to the damages wrought by Covid, including financials, real estate and leisure, continued to suffer.

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Weekly Digest

Global Matters Weekly – Ipse dixit? No, thanks

Pythagoras was a clever man: philosopher, cosmologist, musician and mathematician. His famous theorem within Euclidean geometry is one we all learn at school, despite the 2500 years that have now gone by since the man lived. His opinions were so well respected that his disciples across Magna Graecia would appeal to his assertions, rather than to evidence or reason, as a watertight argument. They would simply use the formula “ipse dixit”, literally meaning “he said so”. We, at Momentum, are no Pythagoreans and do not accept dogmatic assertions from anyone, nor do we blindly trust common knowledge. All we trust is evidence and when this is not given to us, the scavenger hunt begins.

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Our Services

An independent 3rd party distributor of investment solutons to the International IFA market offering a range of market leading funds and strategies, Newport Distribution Ltd is committed to becoming the distributor of choice within the International IFA community.

Our IFA partners’ access our investment solutions for both their Lump Sum and Regular Savings clients via most Offshore Life Company and other platforms as well as direct with the underlying manager.

For more information on how we can help expand your investment offering and increase revenue contact smarriott@npdistribution.net

Who We Are

Newport Distribution Ltd is committed to offering the International IFA, market access to a range of sector leading, regulated, compliant and income producing investment solutions.

Through our partners, we offer a carefully selected range of investment solutions that cover different management styles, risk profiles and currencies. All of the solutions offered are managed by specialist teams and are accessed either through specific investment funds or via Newport Private Wealth Pty Ltd, an Australian based and licensed Discretionary Fund Manager.

The principals of Newport Distribution Ltd have, between them, over 50 years of experience in both the Offshore Life & Pensions and the Offshore Investment industries and as such are very aware of the challenges faced by the International IFA. Consequently, we realize that the funds and solutions offered have to produce returns in line with expectations and that the administration that sits alongside has to be clearly explained and efficient in delivery.

As a totally independent distributor of funds and services, we are able to select solutions that we believe will enhance the investment opportunities available to the International IFA and their clients.

KEY PERSONNEL

Management

Cameron Knox B.Comm, Dip FP., SA Fin, ASA – CEO
Simon Marriott – Head of Business Development

Administration

Henny Jusuf – Admin Head, Fund Administrator, Commission
Suki Sivasamy – DFM Administration
Sukartiningsih – Administration, Commission

Our Offices

  • Newport Distribution Ltd.
  • CIBIS Nine 3rd floor, CIBIS Park
    Jl. T.B. Simatupang, No.2
    Jakarta 12560
    Indonesia
  • Registered Office
  • Newport Distribution Ltd,
    Offshore Incorporation Centre,
    Coastal Building, Wickham Cay II,
    Road Town, Tortola,
    British Virgin Islands
  • Newport Private Wealth Pty Ltd
  • Level 34, 120 Collins Street,
    Melbourne VIC,
    Australia 3000
  • +613 9027 0401

Contact Us

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