Low-cost ETF Portfolio Updates - April 2019
InvestSMART Diversified Income Portfolio
- Added 0.72% after fees in April as the risk side of the portfolio continued its 4-month trend
- Domestic equities attributed 0.41%, international equities 0.6% while the defensive side collectively attributed 0.16%
- Only Australian Property (VAP) didn’t not attributed performance to the portfolio in the month of April
InvestSMART Balanced Portfolio
- Added 1.49% after fees in April as the risk side of the portfolio continued its 4-month trend
- Domestic equities attributed 0.67 % and international equities 1.04%
- Only Australian Property (VAP) didn’t not attributed performance to the portfolio in the month of April
InvestSMART Core Growth Portfolio
- Added 1.91% after fees in April as the risk side of the portfolio continued its 4-month trend
- Domestic equities attributed 0.83% and international equities 1.45%
- Only Australian Property (VAP) didn’t not attributed performance to the portfolio in the month of April
InvestSMART High Growth Portfolio
- Added 2.81% after fees in April as the risk side of the portfolio continued its 4-month trend lead by the international equities exposure
- Domestic equities attributed 1.12% and international equities 2.06%
- Only Australian Property (VAP) didn’t not attributed performance to the portfolio in the month of April
InvestSMART International Equities Portfolio
- Added 4.43% after fees in April its rolling three-month performance is 11.32%
- The S&P 500 (IVV) attributed 1.78%, the global index (VGS) 1.83% while Asia attributed 0.3% impressive considering it only makes up 6% of the total portfolio
- All facets of the Portfolio contributed to performance in April
InvestSMART Interest Income Portfolio
- Added 0.07% after fees in April its rolling three-month performance is 2.26%
- All facets of the Portfolio contributed to performance in April
InvestSMART Property & Infrastructure Portfolio
- Added -0.45% after fees in April the six-month rolling return 12.18%
- Domestic property detracted -0.63%, international property -0.26% with international infrastructure attributed 0.12%
Frequently Asked Questions about this Article…
The InvestSMART Diversified Income Portfolio added 0.72% after fees in April, with domestic equities contributing 0.41% and international equities 0.6%.
In April, the InvestSMART Balanced Portfolio added 1.49% after fees, with domestic equities contributing 0.67% and international equities 1.04%.
The InvestSMART Core Growth Portfolio added 1.91% after fees in April, with domestic equities contributing 0.83% and international equities 1.45%.
The InvestSMART High Growth Portfolio added 2.81% after fees in April, driven by international equities exposure, with domestic equities contributing 1.12% and international equities 2.06%.
The InvestSMART International Equities Portfolio added 4.43% after fees in April, with the S&P 500 (IVV) contributing 1.78%, the global index (VGS) 1.83%, and Asia 0.3%.
The InvestSMART Interest Income Portfolio added 0.07% after fees in April, with all facets of the portfolio contributing to its performance.
The InvestSMART Property & Infrastructure Portfolio experienced a decrease of 0.45% after fees in April, with domestic property detracting 0.63% and international property 0.26%, while international infrastructure contributed 0.12%.
No, Australian Property (VAP) did not contribute to the performance of any of the InvestSMART portfolios in April.
Call 1300 880 160
Start a chat
Schedule a call
