InvestSMART

InvestSMART Monthly Portfolio Updates - October 2018

In November, we announced the launched of our new Professionally Managed Account service offering capped investment fees - an Australian first.
By · 19 Nov 2018
By ·
19 Nov 2018 · 2 min read
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 Monthly Portfolio Updates - October 2018

Read or download the InvestSMART Portfolio Updates online now via the links below.

PortfolioSince inception (p.a.)* 
Low Cost ETF Asset Allocation Portfolios
InvestSMART Diversified Income 3.92% View Online
InvestSMART Balanced 5.25% View Online
InvestSMART Core Growth 6.71% View Online
InvestSMART High Growth 7.41% View Online
InvestSMART International Equities 10.30% View Online
InvestSMART Diversified Property and Infrastructure 3.86% View Online
InvestSMART Interest Income 2.17% View Online
Australian Equity Portfolios
Intelligent Investor Equity Growth 8.25% View Online
Intelligent Investor Equity Income 8.43% View Online
InvestSMART Australian Equity Income Fund (ASX:INIF) -6.81% View Online
InvestSMART Australian Small Companies Fund 5.82% View Online
InvestSMART Hybrid Income 4.13% View Online 


*Return per annum since inception after investment and admin fees as at 31 October 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 3.92% per annum, the Balanced portfolio 5.25%, Core Growth 6.71%, High Growth 7.41%, International Equities 10.30%, Diversified Property and Infrastructure 3.86%, and Interest Income 2.17%.

The InvestSMART International Equities portfolio has performed well, achieving a return of 10.30% per annum since inception, making it one of the top performers among InvestSMART's portfolios.

The InvestSMART Australian Equity Income Fund (ASX:INIF) has experienced a negative return of -6.81% per annum since inception, reflecting the challenges faced in the Australian equity market.

The InvestSMART International Equities portfolio boasts the highest return since inception, with an impressive 10.30% per annum.

The Intelligent Investor Equity Growth portfolio has achieved a solid return of 8.25% per annum since inception, indicating strong growth potential for investors.

The InvestSMART High Growth portfolio has delivered a return of 7.41% per annum since inception, making it a strong option for investors seeking higher growth potential.

The InvestSMART Balanced portfolio has a return of 5.25% per annum since inception, positioning it as a moderate option compared to other portfolios like the High Growth and International Equities portfolios.

The InvestSMART Australian Small Companies Fund has achieved a return of 5.82% per annum since inception, offering a promising option for investors interested in small-cap Australian equities.