InvestSMART Core Growth Portfolio - September 2018
- {{x.value}}
{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter your SMS code' }}
Please type the 5 digit verification code sent to {{user.DayPhone}}
We cannot send you a code via SMS to {{user.DayPhone}}
Verify your mobile number
{{ content.trialHeading.replace('{0}', user.FirstName) }}
Please enter your mobile number and press send to receive a text message with a verification code.
{{ content.upgradeHeading.replace('{0}', user.FirstName) }}
The email address you entered is registered with InvestSMART
Please login to continue
We have sent you an email with the details of your registration.
Already a member? Log in
Looks you are already a member. Please enter your password to proceed
{{ upgradeCTAText }}
Updating information
Please wait ...
Your membership to InvestSMART Group recently failed to renew.
Please make sure your payment details are up to date to continue your membership.
Having trouble renewing?
Please contact Member Services on support@investsmart.com.au or 1300 880 160
You've recently updated your payment details.
It may take a few minutes to update your subscription details, during this time you will not be able to view locked content.
If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in.
Still having trouble viewing content?
Please contact Member Services on support@investsmart.com.au or 1300 880 160
Please click on the ACTIVATE button to activate your Eureka Report 15-day free trial
Please click on the ACTIVATE button to activate your Intelligent Investor 15-day free trial
Please click on the ACTIVATE button to finalise your membership
Unsuccessful registration
Registration for this event is available only to Eureka Report members. View our membership page for more information.
Registration for this event is available only to Intelligent Investor members. View our membership page for more information.
- You are already registered for this event.
- This event is already full.
- Please select a quantity for at least one ticket.
- {{ i }}
Forgotten password
Please enter your email address below to request a new password
- Indepth analysis of ASX listed shares
- BUY, Hold and Sell Recommendations
- Ideas Lab
- Special Reports
- Alan Kohler’s Weekend Briefing
- Interviews with CEO’s & top influencers
- Money Cafe and Talking Finance
- Super Advice and Q&A with Ask Alan
Highlights
• The InvestSMART Core Growth Portfolio produced a return of 3.06% (after fees) during the September Quarter.
• No changes were made to the portfolio during the September Quarter
• Estimated yield on the portfolio is currently 3.39%
• Since inception the Core Growth portfolio has returned 8.12% p.a. (after fees)
US markets had their best quarterly return since the fourth quarter of 2013 adding 7.8% in the three months to September. The Vanguard MSCI Index International Shares ETF (VGS) has a 63% exposure to US markets, and contributed 2.6% in overall returns during the quarter. Looking forward, US markets have started the fourth quarter with strength and forward-looking economic indicators from the US have lodged some of their strongest readings in two decades. We expect the international side of the portfolio to continue to outperform in the coming quarter, assisted by further declines in the AUD.
The iShares Core S&P/ASX 200 (IOZ) added 0.54% over the September quarter. IOZ was impacted by several market events including: full-year reporting season in August, ex-dividend trading in September, geopolitical risks to Australia closest trading partners (US-China trade wars) and the Banking Royal Commission.
The outlook for the final quarter of the year is likely to be impacted by increasing global oil prices which have risen 20% year-to-date. US bond yields will continue to climb as the US Federal Reserve looks to increase its cash rate a further 25 basis points in December which will impact risk investment and sentiment.
