Diversified Portfolios - InvestSMART Property - 30 September 2016
The InvestSMART Property Portfolio is currently closely aligned to the benchmarkS&P/ASX 300 A-REIT Index and performed in line with the index returning -4.3%during September and 12.3% since inception.
Since inception (around 9 months) the portfolio has delivered investors an income of around 4.3% and growth of around 7.9%.
The portfolio holds a concentrated exposure of 11 Australian Real Estate InvestmentTrusts (REITs) across a range of sectors being retail, office, industrials and diversifiedREITs. The portfolio is generally underweight the small cap exposures of the REITindex.
GROWTH OF $10,000
PEFORMANCE SUMMARY TO 30 SEPTEMBER 2016
Source: Praemium, RBA. Returns are before expenses and fees. Returns are shown as annualised if the period is over 1 year. * Since Inception (SI) date is 30 December 2015.
|PERFORMANCE TO 30 SEPTEMBER 2016||1 MONTH||3 MONTH||6 MONTH||SI* (P.A.)|
|InvestSMART Property Portfolio||-4.25%||-1.91%||7.11%||12.25%|
|S&P/ASX 300 A-REIT TR Index||-4.31%||-1.88%||7.18%||12.12%|
|Excess to Benchmark||0.06%||-0.03%||-0.07%||0.13%|
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