Portfolio Updates

November Performance update

We've made changes to the Hybrid Income Portfolio

The InvestSMART International Equities and Core Growth portfolios turn three this month

We've made some changes to the Hybrid Income Portfolio

We saw strong performance in September for the InvestSMART International Equities portfolio with the Vanguard FTSE Europe Shares ETF (VEQ) up 4.3%.

The long-term benefits of portfolio diversification remain a core tenant to the InvestSMART investment philosophy and it is on this basis that we are building portfolios that allow our clients to achieve this.

Equities had a strong year to June 30, but a late rise in the Aussie dollar has dragged international exposures lower.

InvestSMART Diversified Income Portfolio May Report

InvestSMART Property Portfolio May Report

InvestSMART International Equities May Report

InvestSMART Fixed Income Portfolio May Report

InvestSMART Core Growth Portfolio May Report

InvestSMART Balanced Portfolio February Report

InvestSMART High Growth Portfolio January Report

InvestSMART Balanced Portfolio December Report

InvestSMART Fixed Income Portfolio December Report