Diversified Portfolio - Property - 31 July 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 returning 5.2%during July and 20.4% 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 31 JULY 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 31 JULY 2016||1 MONTH||3 MONTH||SI* (P.A.)|
|InvestSMART Property Portfolio||5.19%||11.76%||20.38%|
|S&P/ASX 300 A-REIT TR Index||5.36%||12.00%||20.40%|
|Excess to Benchmark||-0.18%||-0.24%||-0.02%|
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