Diversified Portfolios - InvestSMART Core Growth - 31 May 2017

InvestSMART Core Growth Portfolio May Report

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%
 

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