July 2025 Asia-Pac/Japan SMA Performance Report

Monthly ReportsSMA Report
Written By matt dever

PORTFOLIO PERFORMANCE

The Asia-Pacific/Japan Portfolio returned +2.6% for July, equating to +0.2% in USD terms, with +2.4% attributable to currency depreciation of the AUD. The AUD fell primarily on the back of stronger economic numbers in the US compared to Australia, with a reinforcement of diverging interest rate policies in the 2 countries……….(more)

matt dever
Previous

July 2025 EU/UK SMA Performance Report
Next

AI at the Core: The Global Infrastructure Super-Cycle