Funds SA Chief Investment Officer Con Michalakis provides an update on investment markets, portfolio positioning and performance for the September quarter.

Deputy Chief Investment Officer Cameron Sinclair also explores artificial intelligence as a long-term investment theme, including the opportunities and risks associated with its continued development.

Watch the latest Investment Update below.

Option returns are for the periods ended 30 September 2026.

Disclaimer: Information contained in this video is provided by Funds SA and is general in nature. It does not take into account individual objectives, financial situations or needs and should not be relied on as personal financial advice. You should seek professional advice before relying on the information. Past performance is not a reliable indicator of future performance. Forward-looking statements are predictions only and may be affected by inaccurate assumptions and/or known and unknown risks and uncertainties and other factors which may be beyond the control of Funds SA. Actual results or performance may vary materially.