December Quarterly Reports highlight a bumper year
Putting it simply, 2021 was a big year for equity markets.
Our Australian shares holding, iShare's IOZ returned 17.1% and our core international holding, Vanguard's VGS returning an eye-watering 29.6%. This resulted in the InvestSMART Diversified Portfolios having their best calendar year on record, with the InvestSMART High Growth Portfolio leading the way returning 19.66%. The table below highlights the returns for all InvestSMART Portfolios.
Strong returns aside, it was a big year for the InvestSMART Professionally Managed Account (PMA) platform. The PMA became fully digital with all account functions now available online. Optional two factor authentication introduced for added account security and the introduction of the InvestSMART Ethical Growth Portfolio.
But the biggest launch of 2021 was the InvestSMART Fundlater service which is designed to help investors get into the market through a non-recourse loan repaid over a number of instalments. What's been great to see is the children of many investors getting started on the right foot with a diversified portfolio.
Finally, we invite you us for our first webinar of 2022, conveniently on the 2nd of the 2nd. We'll be covering off the portfolios, answering your questions and talking about building a foolproof long-term investment plan.
International Equities Portfolio
Frequently Asked Questions about this Article…
In 2021, the InvestSMART High Growth Portfolio was a standout performer, returning 19.66%. Additionally, the Australian shares holding, iShare's IOZ, returned 17.1%, and the core international holding, Vanguard's VGS, delivered an impressive 29.6%.
In 2021, the InvestSMART PMA platform became fully digital, allowing all account functions to be accessed online. It also introduced optional two-factor authentication for enhanced security and launched the InvestSMART Ethical Growth Portfolio.
The InvestSMART Fundlater service, launched in 2021, is designed to help investors enter the market through a non-recourse loan that is repaid over several installments. This service is particularly beneficial for new investors, including the children of existing investors, to start with a diversified portfolio.
Investors can look forward to the InvestSMART webinar on February 2, 2022, where the team will discuss the portfolios, answer questions, and provide insights on building a foolproof long-term investment plan.
InvestSMART offers a variety of portfolios including the Conservative Portfolio, Balanced Portfolio, Growth Portfolio, Ethical Growth Portfolio, High Growth Portfolio, Interest Income Portfolio, International Equities Portfolio, Property and Infrastructure Portfolio, and Hybrid Income Portfolio.
The InvestSMART Diversified Portfolios had their best calendar year on record in 2021, driven by strong returns from both Australian and international holdings.
In 2021, the InvestSMART PMA platform introduced optional two-factor authentication to enhance account security for its users.
The InvestSMART Ethical Growth Portfolio is significant because it offers investors a way to grow their investments while aligning with ethical and sustainable investment principles.
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