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Diversified Portfolios - InvestSMART Core Growth - 31 May 2017

InvestSMART Core Growth Portfolio May Report
By · 31 May 2017
By ·
31 May 2017
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The InvestSMART Core Growth Portfolio produced a return of 0.2% (after fees) during May.

With the ASX led lower by the banks, the iShares Core S&P/ASX 200 fell 2.8%, as did the Vanguard Australian Property Index ETF, which fell 1.0%.

International markets fared much better, with the portfolio’s international ETFs returning 2.8%. Fixed interest and cash also produced positive results.

Since inception, the Core Growth Portfolio has returned 8.0% per annum (after fees).


PERFORMANCE TO 31 MAY 20171 MONTH3 MONTH6 MONTH1 YEARSI* (P.A.)
InvestSMART Core Growth Portfolio 0.21% 3.99% 8.22% 8.75% 8.04%
Morningstar Multisector Growth Index 0.13% 3.59% 7.26% 8.30% 8.79%
Excess to Benchmark 0.08% 0.39% 0.96% 0.44% -0.75%
RBA Cash Rate plus 3% 0.37% 1.13% 2.27% 4.64% 5.01%
Excess to Objective -0.17% 2.86% 5.95% 4.11% 3.03%
 

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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Frequently Asked Questions about this Article…

In May, the InvestSMART Core Growth Portfolio produced a return of 0.2% after fees.

International markets performed well, with the portfolio’s international ETFs returning 2.8%, contributing positively to the overall performance.

Since inception, the InvestSMART Core Growth Portfolio has returned 8.0% per annum after fees.

The InvestSMART Core Growth Portfolio has generally outperformed the Morningstar Multisector Growth Index over various periods, except for the inception period where it was slightly lower.

Investing in the InvestSMART Core Growth Portfolio involves risks, including the potential for capital loss and the possibility that returns may be less than the amount invested.

No, past performance is not a reliable indicator of future performance, and investors should consider this when making investment decisions.

Investors should consider their own financial objectives, situation, and needs, and seek professional advice if necessary, before investing in the portfolio.

Potential investors should read the Product Disclosure Statement (PDS), Approved Product List, and Financial Services Guide (FSG) along with any accompanying materials.