Diversified Portfolio - Property - 29 February 2016
The InvestSMART Property Portfolio is currently closely aligned to the benchmark S&P/ASX 300 A-REIT Index and performed in line with the Index during February and since inception.
The portfolio holds a concentrated exposure of 11 Australian Real Estate Investment Trusts (REITs) across a range of sectors being retail, office, industrials and diversified REITs. The portfolio is generally underweight the small cap exposures of the REIT index.
GROWTH OF $10,000
PEFORMANCE SUMMARY TO 29 FEBRUARY 2016
Source: Praemium, RBA. Returns are before expenses and fees. Returns are shown as annualised if the period is over 1 year. * Since Inception (SI) date is 30 December 2015.
|PERFORMANCE TO 29 FEBRUARY 2016||1 MONTH||SI* (P.A.)|
|InvestSMART Property Portfolio||2.84%||4.94%|
|S&P/ASX 300 A-REIT TR Index||2.81%||4.96%|
|Excess to Benchmark||0.03%||-0.02%|
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