Diversified Portfolios - InvestSMART Balanced - 28 February 2017
InvestSMART Balanced Portfolio February Report
|PERFORMANCE TO 28 FEBRUARY 2017||1 MONTH||3 MONTH||6 MONTH||1 YEAR||SI* (P.A.)|
|InvestSMART Balanced Portfolio||1.16%||3.20%||2.48%||9.96%||5.13%|
|Morningstar Multisector Balanced Index||1.21%||2.75%||1.87%||9.07%||5.57%|
|Excess to Benchmark||-0.05%||0.45%||0.61%||0.89%||-0.45%|
|RBA Cash Rate 2%||0.27%||0.86%||1.74%||3.70%||3.95%|
|Excess to Objective||0.89%||2.34%||-0.74%||6.26%||1.18%|
Growth of $10,000
Performance Summary to 28 February 2017
Source: Praemium, RBA. Returns are after investment fees and admin fees. Returns are shown as annualised if the period is over 1 year. * Since Inception (SI) date is 29 December 2014.
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