Portfolio Updates

Through short-term volatility the InvestSMART portfolios continue to deliver over the long-term through diversification and low fees

With markets here and overseas experiencing volatility, along with the uneasy feeling that there's always some new global event about to kick off, we're often asked, "How should I invest during uncertain times?".

InvestSMART is pleased to present the September quarter's performance for our Professionally Managed Account portfolios.

We spoke about the quarterly numbers, the market outlook and how you should think about the long term.

This webinar covered, why Australian investors are underweight in international equities, FX concerns, why should you diversify across international share markets, and how to get access to international equities.

We touched on bonds, diversification, and market outlook.

The August performance of InvestSMART's PMA portfolios

The July performance of InvestSMART's PMA portfolios

InvestSMART is pleased to present FY 2022 performance for our Professionally Managed Account portfolios.

When is the right time to invest? We also covered bonds and the market outlook.

The May performance of InvestSMART's PMA portfolios

We looked at inflation, interest rates, and how understanding timeframes is essential when investing.

We focused on helping investors understand the current market volatility and why there will always be uncertainty.

This webinar recording compares two InvestSMART capped fee portfolios: the Ethical Growth Portfolio (launched November 2021) and the InvestSMART Growth Portfolio.

We examined how a month doesn't make a market, monitoring portfolio performance, viewing and changing your bank account details.

Whenever I talk to analysts about sharp drops in the market, their reaction is always the same, "it's great isn't it?"