Dollar-exposed industrials holding up

It's been a messy few weeks for the Aussie stock market with the miners and the major banks falling back, as one might have expected given what has played out overseas.

With the dollar weakening substantially, industrial stocks with exposure to the currency have done far better.

Consequently some LICs which are focussed on a balance of industrials have done reasonably well too.

ARG

BKI

But the real winners over the past six months have been those with a heavy dollar exposure.

SHV

Source: ASX