A market update – April 2025
Recent disruptions in the global order have led to significant fluctuations in equity market indices, highlighting expensive equity valuations. The recent “tariff war” has spooked global investors with equity markets experiencing rapid declines followed by some uplifts over the past week. Other markets have also been impacted, with credit markets experiencing mostly losses.
Such crises do occur from time to time. Looking back to over 45 years of offering investment services, TPT Wealth has a proven track record* of successfully managing liquidity through credit cycles and market shocks such as the Global Financial Crisis and the COVID-19 pandemic. In fact, redemptions and distributions were paid on time and in full since our funds’ inception.†
As Mr. Jukka Viljanmaa, Head of Investment Management at TPT Wealth states, “The TPT Income Funds are well positioned to not only navigate this one, but to take advantage of a restoration of value into some credit investments that we deemed expensive pre tariff war.”
“TPT Wealth has pre-emptively avoided investing in bank or securitised credit markets due to unattractive compensation compared with historical averages. Now, with some value restored, we will closely monitor market pricing in the coming weeks and months to maximise returns for our investors”, Mr. Viljanmaa continues.
Aiming to maintain a stable $1 unit price, TPT Wealth’s income funds are tracking towards investors redeeming the same amount of capital they invested. Whilst not an indicator or guarantee of future performance, our Fund investors have not experienced a capital loss since inception. Furthermore, with our active governance and balanced risk/return approach we aim to generate regular risk-adjusted returns and stable income for TPT income fund investors.
For our latest fund returns please visit tptwealth.com.au/income-funds
* Past performance is not a reliable indicator of future performance. There is a risk that an investment will achieve lower than expected returns. An investment in a TPT Wealth cash or income fund is an investment in a managed investment scheme, and is not a bank deposit. Accordingly there is a higher risk of losing some or all of your investment than is the case with a bank deposit.
† Redemptions are subject to certain notice periods and/or the liquidity of the particular Fund. Redemption timeframes are not guaranteed. Consider the maximum timeframes disclosed in each fund’s Product Disclosure Statement.
