Diversified Portfolios - InvestSMART Balanced - 28 February 2017

InvestSMART Balanced Portfolio February Report
By · 28 Feb 2017
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28 Feb 2017
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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.

Important Information

While every care has been taken in preparation of this document, InvestSMART Financial Services Pty Limited (ABN 70 089 038 531, AFSL 226435) (“InvestSMART”) makes no representations or warranties as to the accuracy or completeness of any statement in it including any forecasts. Past performance is not a reliable indicator of future performance. This document has been prepared to providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information, and if appropriate seek professional advice. No representations or warranties express or implied, are made as to the accuracy or completeness of the information, opinions and conclusions contained in this report. InvestSMART has relied upon and assumed, without independent verification, the accuracy and completeness of all information available to us. To the maximum extent permitted by law, neither InvestSMART, or their directors, employees or agents accept any liability for any loss arising in relation to this report. Potential investors must read the PDS, Approved Product List and FSG along with any accompanying materials. Investment in securities and other financial products involves risk. An investment in a financial product may have the potential for capital growth and income, but may also carry the risk that the total return on the investment may be less than the amount contributed directly by the investor. InvestSMART does not assure nor guarantee the performance of any financial products offered. Information, opinions, historical performance, calculations or assessments of performance of financial products or markets rely on assumptions about tax, reinvestment, market performance, liquidity and other factors that will be important and may fluctuate over time. InvestSMART, its associates and their respective directors and other staff may, from time to time, hold interests in Securities that are contained in this investment product.

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