InvestSMART

$10,000 InvestSMART Portfolio Winners Announced

We announce the five winners of our $50,000 InvestSMART portfolio giveaway.
By · 1 Feb 2017
By ·
1 Feb 2017
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Congratulations to our five lucky winners

Christine K, Victoria
Anthony D, Victoria
Timothy F, Tasmania
Sherrie F, Queensland
Yvonne M, Victoria

Winners will be contacted by our member services team.

Each of our winners will receive a $10,000 investment of their choice from our suite of 10 portfolios.

Our 10 portfolios include:

 

Intelligent Investor Portfolios

Growth Model

14.95%

Returns p.a. since inception after fees before expenses from 1 Jul 2015

Equity Income Model

15.81%

Returns p.a. since inception after fees before expenses from 1 Jul 2015

InvestSMART Portfolios

Income Model

4.49%

Returns p.a. since inception after fees before expenses from 29 Dec 2014

Conservative Model

4.30%

Returns p.a. since inception after fees before expenses from 29 Dec 2014

Balanced Model

5.33%

Returns p.a. since inception after fees before expenses from 29 Dec 2014

Growth Model

7.92%

Returns p.a. since inception after fees before expenses from 24 Oct 2014

High Growth Model

8.40%

Returns p.a. since inception after fees before expenses from 27 Oct 2014

International Equities Model

11.46%

Returns p.a. since inception after fees before expenses from 24 Oct 2014

Property Model

10.81%

Returns p.a. since inception after fees before expenses from 30 Dec 2015

Fixed Income Model

2.11%

Returns p.a. since inception after fees before expenses from 30 Dec 2015

Returns p.a. as at 31 December 2016 since inception before fees.
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Frequently Asked Questions about this Article…

The InvestSMART $10,000 portfolio competition is an event where five lucky winners receive a $10,000 investment in a portfolio of their choice from InvestSMART's suite of 10 portfolios.

The winners of the InvestSMART $10,000 portfolio competition were Christine K from Victoria, Anthony D from Victoria, Timothy F from Tasmania, Sherrie F from Queensland, and Yvonne M from Victoria.

InvestSMART offers a variety of portfolios including the Intelligent Investor Growth Model, Equity Income Model, Income Model, Conservative Model, Balanced Model, Growth Model, High Growth Model, International Equities Model, Property Model, and Fixed Income Model.

The returns of the InvestSMART portfolios are calculated as annualized returns since inception, after fees but before expenses.

The Intelligent Investor Growth Model portfolio has achieved a return of 14.95% per annum since its inception on July 1, 2015, after fees but before expenses.

The Equity Income Model portfolio has the highest return since inception, with an annualized return of 15.81% since July 1, 2015, after fees but before expenses.

The InvestSMART International Equities Model portfolio has a return of 11.46% per annum since its inception on October 24, 2014, after fees but before expenses.

Winners of the InvestSMART competition will be contacted by the member services team to select their preferred portfolio from the available options.