S&P 500 +5.39%
MSCI AC +6.74%
ASX 200 +10.82%
Performance period: 20 March 2025 to 20 March 2026.
Nice and tidy.
But that’s not really what’s going on.
Because underneath those numbers, returns have been anything but evenly distributed.
At HALO, we run a range of thematic model portfolios designed to capture where the market is actually moving — not where it’s been.
Over the past 12 months (20 March 2025 to 20 March 2026), some of those portfolios have delivered:
• 5G +87.76%
• Founder Led +46.49%
• Defense & Aerospace +30.49%
• Artificial Intelligence +25.71%
• Bank on It +23.81%
That’s not the market.
That’s specific parts of the market doing all the work.
This is a selective market.
If you want to see how these thematic portfolios are constructed and how we’re positioning them, you can book a demo.
Important Information: Past performance is not a reliable indicator of future performance. Model portfolios are provided for illustrative purposes only and actual outcomes may differ due to timing, fees, taxes and implementation differences.
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