Diversified Portfolios - Intelligent Investor Equity Income - 31 March 2017

Intelligent Investor Equity Income March Report

The main positive contributor was the iShares Core S&P/ASX 200 ETF, which returned 5.0%, reflecting the strength of the Australian market during the quarter.

The Macquarie Income Opportunities Fund and the iShares Core Composite Bond ETF also managed returns, of 1.4% and 1.2% respectively.

PERFORMANCE TO 31 MARCH 20171 MONTH3 MONTH6 MONTH1 yearSI* (P.A.)
Intelligent Investor Equity Income Portfolio 3.93% 2.30% 2.68% 17.86% 14.73%
ASX All Ordinaries Accumulation Index 3.16% 4.50% 9.11% 19.49% 9.49%
Excess to Benchmark 0.77% -2.20% -6.43% -1.63% 5.24%

Source: Praemium, RBA. Returns are after fees and before expenses. Returns are shown as annualised if the period is over 1 year. * Since Inception (SI) date is 1 July 2015.

 

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