Portfolio Updates

The Portfolio produced a return of -1.14% (after fees) during the December quarter and no changes were made.

Portfolio produced a return of 1.66% (after fees) during the December quarter and no changes were made.

Portfolio produced a return of -11.80% (after fees) during the December quarter and no changes were made.

November completed a 'quarter' of negative months for the ASX, declining -2.97% over the 30 days of November.

October created an opportunity for longer-term international exposure

The InvestSMART Diversified Income Portfolio produced a return of 1.58% (after fees) during the September Quarter.

The InvestSMART Balanced Portfolio produced a return of 3.82% (after fees) during the September Quarter.

The InvestSMART Core Growth Portfolio produced a return of 3.06% (after fees) during the September Quarter.

The InvestSMART High Growth Portfolio produced a return of 4.13% (after fees) during the September Quarter.

The InvestSMART International Portfolio produced a return of 6.84% (after fees) during the September Quarter.

The InvestSMART Diversified Property & Infrastructure portfolio produced a return of -0.48% (after fees) during the September Quarter.

The InvestSMART Interest Income Portfolio produced a return of 0.32%% (after fees) during the September Quarter.

The InvestSMART Hybrid Income Portfolio produced a return of 2.10%% (after fees) during the September Quarter

The performance of the S&P/ASX 200 over the month was diverse however the performance over the past year shows that investors continue to invest in high multiple stocks.

To ensure we continue to achieve our objectives for the International Portfolio, we've recently made adjustments to the portfolio.

A gain in the S&P/ASX 200 in July helps maintain overall performance of most of our portfolios.