Diversified Portfolios - InvestSMART Balanced - 28 February 2017
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
INCOME REINVESTED
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.
Frequently Asked Questions about this Article…
As of February 28, 2017, the InvestSMART Balanced Portfolio showed a 1.16% return over 1 month, 3.20% over 3 months, 2.48% over 6 months, 9.96% over 1 year, and an annualized return of 5.13% since inception.
The InvestSMART Balanced Portfolio slightly underperformed the Morningstar Multisector Balanced Index over 1 month by 0.05%, but outperformed it over 3 months by 0.45%, 6 months by 0.61%, and 1 year by 0.89%. However, since inception, it underperformed by 0.45%.
The RBA Cash Rate serves as a benchmark for evaluating investment performance. As of February 28, 2017, the InvestSMART Balanced Portfolio exceeded the RBA Cash Rate by 0.89% over 1 month, 2.34% over 3 months, and 6.26% over 1 year.
Investors should consider their own financial situation, objectives, and needs before making investment decisions. It's recommended to seek professional advice and review the Product Disclosure Statement (PDS) and other relevant materials.
No, past performance is not a reliable indicator of future performance. Investment returns can fluctuate due to various factors, and there is no guarantee of future results.
Investing in financial products involves risks, including the potential for capital growth and income, but also the risk that the total return may be less than the amount invested. Market performance, liquidity, and other factors can affect returns.
The returns of the InvestSMART Balanced Portfolio are calculated after investment fees and admin fees. Returns are annualized if the period is over one year, and they assume income is reinvested.
The inception date of the InvestSMART Balanced Portfolio is December 29, 2014.