InvestSMART Monthly Portfolio Updates - October 2018
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 | 3.92% | 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.
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.