Diversified Portfolios - InvestSMART Fixed Income - 31 May 2017
InvestSMART Fixed Income Portfolio May Report
The InvestSMART Fixed Income Portfolio produced a return of 0.7% (after fees) during May, with the main contributor the iShares Core Composite Bond ETF, which returned 1.3%.
The portfolio is 20% invested in the BetaShares Australian High Interest Cash ETF, which returned 0.2% through the month.
Since inception, the InvestSMART Fixed Income Portfolio has returned 2.6% per annum (after fees).
|PERFORMANCE TO 31 MAY 2017||1 MONTH||3 MONTHS||6 MONTHS||1 YEAR||SI* (P.A.)|
|InvestSMART Fixed Income Portfolio||0.71%||1.32%||1.90%||1.81%||2.64%|
|Bloomberg AusBond Composite 0 Yr Index||1.17%||2.38%||3.00%||2.50%||4.24%|
|Excess to Benchmark||-0.46%||-1.06%||-1.10%||-0.69%||-1.60%|
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