InvestSMART

InvestSMART Monthly Portfolio Updates - November 2018

In November, we announced the launched of our new Professionally Managed Account service offering capped investment fees - an Australian first...
By · 10 Dec 2018
By ·
10 Dec 2018 · 2 min read
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Read or download the InvestSMART Portfolio Updates online now via the links below.

Portfolio Since inception (p.a.)*  
Low Cost ETF Asset Allocation Portfolios
InvestSMART Diversified Income 3.76% View Online
InvestSMART Balanced 5.00% View Online
InvestSMART Core Growth 6.37% View Online
InvestSMART High Growth 6.94% View Online
InvestSMART International Equities 9.77% View Online
InvestSMART Diversified Property and Infrastructure 3.84% View Online
InvestSMART Interest Income 2.12% View Online
Australian Equity Portfolios
Intelligent Investor Equity Growth 7.82% View Online
Intelligent Investor Equity Income 8.01% View Online
InvestSMART Australian Equity Income Fund (ASX:INIF) -7.43% View Online
InvestSMART Australian Small Companies Fund 4.01% View Online
InvestSMART Hybrid Income 3.77% View Online 


*Return per annum since inception after investment and admin fees as at 30 November 2018.

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Frequently Asked Questions about this Article…

InvestSMART's Low Cost ETF Asset Allocation Portfolios have shown varied performance since inception. The Diversified Income portfolio has a return of 3.76% per annum, the Balanced portfolio 5.00%, Core Growth 6.37%, High Growth 6.94%, International Equities 9.77%, Diversified Property and Infrastructure 3.84%, and Interest Income 2.12%.

The InvestSMART International Equities portfolio has performed well, achieving a return of 9.77% per annum since inception, making it one of the top performers among InvestSMART's offerings.

The InvestSMART Australian Equity Income Fund (ASX:INIF) has experienced a negative return of -7.43% per annum since inception, reflecting challenges in the Australian equity market.

The InvestSMART International Equities portfolio boasts the highest return since inception, with an impressive 9.77% per annum.

Certainly! The Intelligent Investor Equity Growth portfolio has a return of 7.82% per annum, while the Intelligent Investor Equity Income portfolio has a slightly higher return of 8.01% per annum since inception.

The InvestSMART High Growth portfolio has achieved a return of 6.94% per annum since inception, indicating strong growth potential for investors seeking higher returns.

The InvestSMART Diversified Property and Infrastructure portfolio has a return of 3.84% per annum since inception, offering a stable investment option for those interested in property and infrastructure.

The InvestSMART Australian Small Companies Fund has achieved a return of 4.01% per annum since inception, providing a moderate growth option for investors interested in small-cap Australian companies.