The InvestSMART Property Portfolio is currently closely aligned to the benchmark S&P/ASX 300 A-REIT Index and performed in line with the index returning -2.6% during August and 17.23% since inception.
The portfolio holds a concentrated exposure of 11 Australian Real Estate InvestmentTrusts (REITs) across a range of sectors being retail, office, industrials and diversified REITs. The portfolio is generally underweight the small cap exposures of the REIT index.
GROWTH OF $10,000
PEFORMANCE SUMMARY TO 31 AUGUST 2016
Source: Praemium, RBA. Returns are before expenses and fees. Returns are shown as annualised if the period is over 1 year. * Since Inception (SI) date is 30 December 2015.
|PERFORMANCE TO 31 AUGUST 2016||1 MONTH||3 MONTH||6 MONTH||SI* (P.A.)|
|InvestSMART Property Portfolio||-2.61%||6.17%||14.27%||17.23%|
|S&P/ASX 300 A-REIT TR Index||-2.68%||6.16%||14.80%||17.18%|
|Excess to Benchmark||0.07%||0.01%||-0.53%||0.06%|
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