InvestSMART

Portfolio Updates

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InvestSMART Portfolios Monthly Update - April 2020

April saw all four InvestSMART Diversified Capped Fee portfolios outperform peers and Evan Lucas highlights, the key to good long-term returns comes from developing positive investment habits rather than timing the market.
6mths ago

Portfolio Quarterly Update - March 2020

The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property Portfolios.
7mths ago

Portfolio Quarterly Update - December 2019

The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property.
10mths ago

Portfolio Update November 2019: The perfect microcosm of the macro

Six equity markets made new record all-time highs and closing highs, with another five within 2 per cent of their respective all-time highs. However, like July, there wasn't much rejoicing about the asset appreciation, in fact there was almost none at all.
11mths ago

Portfolio Update October 2019: White Knights saving us from what again?

Historically, October is in the top two worst months of the year - May being the other. However, the 2019 enigma was again on display last month, as the initial collapse was quickly bid up and global markets started to question if the selloff was justified. October ended in the red, but the momentum it built through the middle of the month has already filtered into November.
1yr ago

Portfolio Quarterly Update - September 2019

The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property
1yr ago

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