At Cameron Harrison, we believe tracking progress is an important part of running a business or managing your wealth. We are therefore pleased to provide the 2024 performance summary for our Interest Income Strategies.
In a year defined by significant interest rate volatility, particularly around 10-year government bond rates as investors speculated on the RBA's next moves, many passive fixed-rate bond strategies struggled to deliver.
In contrast, our Core Interest Income Strategy stood out, achieving a 7.2% return over the 12-month period.
For a $10 million portfolio, this strategy delivered benchmark outperformance of $438,000 with lower volatility and very low capital risk.
