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End of Financial Year Reports of InvestSMART's Capped Fee Portfolios

Financial year 2021 was like nothing we have really seen in living memory. It was not like financial year 2008 when the global financial crisis was at its peak, nor was it like the FY88 that followed the 1987 flash crash. We dive into what took place in FY21 and how our portfolios performed.
By · 23 Jul 2021
By ·
23 Jul 2021 · 5 min read
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Here are the links to each financial year reports

Conservative Portfolio 

Balanced Portfolio

Growth Portfolio

High Growth Portfolio

International Equities Portfolio

Property and Infrastructure Portfolio

Interest Income Portfolio

Hybrid Income Portfolio

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Evan Lucas
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Frequently Asked Questions about this Article…

InvestSMART offers a variety of investment portfolios including Conservative, Balanced, Growth, High Growth, International Equities, Property and Infrastructure, Interest Income, and Hybrid Income portfolios.

You can access the financial year reports for InvestSMART's portfolios by visiting their website and navigating to the respective links for each portfolio type.

A Conservative portfolio typically focuses on lower-risk investments with stable returns, while a Growth portfolio aims for higher returns through investments in assets with greater potential for appreciation, albeit with higher risk.

Investing in an International Equities Portfolio allows you to diversify your investments across global markets, potentially reducing risk and increasing opportunities for growth by tapping into international economic trends.

A Property and Infrastructure Portfolio can provide stable income and potential for capital growth by investing in real estate and infrastructure projects, which are often less volatile than other asset classes.

An Interest Income Portfolio is designed to generate regular income through investments in interest-bearing assets such as bonds and other fixed-income securities.

A Hybrid Income Portfolio combines elements of both equity and fixed-income investments, aiming to provide a balanced approach to income generation and capital growth.

When choosing between a Balanced and a High Growth Portfolio, consider your risk tolerance and investment goals. A Balanced Portfolio offers a mix of growth and income with moderate risk, while a High Growth Portfolio targets higher returns with increased risk exposure.