InvestSMART Portfolios Quarterly Update - June 2020
InvestSMART Capped Fee Portfolio quarterly updates for June
InvestSMART Portfolios Monthly Update - May 2020
InvestSMART Capped Fee Portfolio review: 'The Monthly Musing' - bang for your buck
The COVID Weighting Game. Have investment allocations changed?
We take a look at managed portfolios and if COVID-19 has changed their asset weightings.
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.
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.
Portfolio Update February 2020 - don't panic and hold the line
We understand that February will have impacted your investment performance and that the kind of market movements we have seen in February can rock your investment resolve.
Portfolio Update January 2020: Records from all corners
Markets have never been more 'conflicted' by a month in a very long time, the records in January could be considered brilliant and horrendous all in one shot.
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.
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.
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.
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
Opportunity in volatility: High Growth Portfolio quarterly update
FY19 was an interesting year for the High Growth Portfolio, as the capital performance of both sides of the portfolio was very strong.
Portfolio Update August 2019: 31 days of reality
InvestSMART Chief Market Strategist Evan Lucas puts the jump in market volatility in context
Portfolio Updates July 2019: 'And there was much rejoicing'
InvestSMART Chief Market Strategist Evan Lucas wraps context around a month defined by new highs and lows.
Low-cost ETF Portfolio Updates - June 2019
The quarterly updates for the Low-cost ETF Portfolios are now available.
Active Stock Portfolio Updates - May 2019
The Equity Growth, Equity Income, Hybrid Income and Australian Small Companies Fund quarterly updates are now available.
Call 1300 880 160
Start a chat
Schedule a call
