Diversified Portfolios - InvestSMART Diversified Income - 30 April 2017

InvestSMART Diversified Income Portfolio April Report

The InvestSMART Diversified Income Portfolio returned 0.7% (after fees) during April.

The key contributor to the performance was the Vanguard Australian Property Securities Index ETF, which returned 2.2% for the month. With the ASX 200 continuing to push higher, the iShares Core S&P/ASX 200 ETF returned 0.8%.

The Fixed Interest component of the portfolio produced positive returns of 0.6%, and the Betashares Australian High Interest cash ETF returned 0.2%.

Since inception, the portfolio has returned 5.1% per annum (after fees).
PERFORMANCE TO 30 APRIL 20171 MONTH3 MONTH6 MONTH1 YEARSI* (P.A.)
InvestSMART Income Portfolio 0.69% 3.21% 5.17% 6.90% 5.05%
Morningstar Multisector Moderate Index 1.06% 2.77% 4.00% 6.05% 5.01%
Excess to Benchmark -0.37% 0.44% 1.17% 0.85% 0.03%
RBA Cash Rate 1% 0.21% 0.63% 1.26% 2.60% 2.90%
Excess to Objective 0.48% 2.58% 3.92% 4.31% 2.14%

 

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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