Our approach to ethical investment has delivered for the 2017 calendar year. The August Investments portfolio gave investors a return of 14.5% over the year*, compared to – say – the ASX All Ordinaries Index, which increased by 7.8%. The increase in our portfolio over December was 1.23%, bringing the… read more →
Noel Ferguson has been appointed to the board of August Investments. Noel is an eco focused investor and the principal owner/manager of The Merchant of Welby, one of Australia’s leading antiques businesses. He first invested with August Investments in 2016 and has already provided valuable support to the company. His… read more →
It has been a difficult investment year, but 2016/17 finished on a high note. We started the 2016/17 with increases in investment values, then around October, 2016 the value of our investments slowly decreased, even at a greater rate compared with markets in general. At the end of May 2017,… read more →
So how has all that affected us? Up till election day, the value of our investments held relatively steady compared to the volatility occurring in general markets. Then we saw significant declines when Trump came up trumps (as it were); only to see values return to normal again today. The… read more →
The AGM will be held on Saturday 22 October 2016. Notice of meeting and the 2016 Annual Report is being sent to Shareholders today. A dividend of $6.00 per share (fully franked) will be paid on 1 December 2016. We are settling into our new office at Wentworth Falls. Shareholders… read more →
August Investments will be moving to a new office on 7th September, 2016. We are having a tree change. Our postal address will be PO Box 144, Wentworth Falls, NSW, 2782. Street address 21 Blaxland Rd, Wentworth Falls. Phone and email contacts remain the same.
Three new investments in one month, and all disruptive:The Internet of Things, Community Solar and Peer-to-Peer lending. All in May. Also in May: our shareprice was up 4.0%, with each share now valued at $315.92. The increase so far this financial year has been 19.6%. Not bad all round.
Our portfolio fell in value by 3.8% over February. It had to happen eventually. Some of this decline was retraced in March, with a rise in value of 2.3% Still, so far this financial year our shares are up 15.1%. over that period the All Ordinaries Index was down 5.5%.
The value of our shares was down 3.2% over January. This is the first decline for some months, but is a significant improvement on the falls recorded by markets generally. August Investments shares have increased in value by 16.9% over the last seven months. Each shares is valued at $314.40.