Portfolio Updates

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.

May Performance update

April Performance update

We have made some changes to the Core Growth Portfolio

We have made some changes to the Diversified Income Portfolio

In response to recent volatility in listed global property & infrastructure markets, we have completed a comprehensive review of our portfolio

We have made some adjustments to the Interest Income Portfolio

February Performance update