InvestSMART Performance Update: June 2026
InvestSMART's diversified ETF portfolios have delivered solid results over the past year, returning between 4.4% and 9.8% in the 12 months to the end of June 2026. Over 10 years, they have returned between 4.0% and 9.7% a year on average. Keep in mind that past performance is not an indication of future performance.
The chart below illustrates how InvestSMART's diversified portfolios have performed compared to funds in the same risk category over five years to 30 June 2026.
As you can see, over five years, they have delivered annual returns of between 3.2% and 8.9% on average, outperforming competitor funds by an average annualised return of between 0.2% and 1.5%.
InvestSMART's single-asset portfolios returned between 0.8% (Australian Bonds) and 16.7% (International Equities) in the 12 months to the end of June 2026, and between 0.8% p.a. (Australian Bonds) and 13.3% p.a. (International Equities) over 10 years.
June wrap-up
June brought the financial year to a close, and there were plenty of twists along the way. Conflict in the Middle East, higher rates, inflation and global uncertainty created plenty of challenges. Even so, most major markets finished the year in positive territory.
Australian shares finished the financial year up around 6%, while international shares gained about 15%, helped by the continued strength of technology and AI-related companies. It was another reminder that different markets can perform very differently at different times.
Looking back over the year, one lesson stands out. Trying to predict the next winning sector, asset or market isn't easy. That's why diversification is so important. A diversified portfolio gives you exposure to a range of opportunities without relying on any one theme to deliver returns.
As we head into a new financial year, there is no shortage of issues for investors to keep an eye on. Interest rates, inflation and global events are likely to remain in focus, but the basics haven't changed. Having a clear plan, staying diversified and keeping a long-term perspective are as important as ever.
Frequently Asked Questions about this Article…
InvestSMART's diversified ETF portfolios returned between 4.4% and 9.8% in the 12 months to the end of June 2026. Over 10 years those portfolios have averaged between 4.0% and 9.7% per year. Remember past performance is not an indication of future performance.
Over five years to 30 June 2026 InvestSMART's diversified portfolios delivered average annual returns between 3.2% and 8.9%, and they outperformed comparable funds by about 0.2% to 1.5% in annualised returns.
InvestSMART's single-asset portfolios ranged from 0.8% (Australian Bonds) to 16.7% (International Equities) in the 12 months to the end of June 2026. Over 10 years those single-asset strategies returned between 0.8% p.a. (Australian Bonds) and 13.3% p.a. (International Equities).
The year saw conflict in the Middle East, higher interest rates, inflation pressure and global uncertainty, yet most major markets still finished the year positive. Australian shares were up around 6% for the financial year and international shares gained about 15%, helped by strength in technology and AI-related companies.
InvestSMART highlights that predicting the next winning sector, asset or market is hard. Diversification spreads exposure across different markets and assets so you aren’t relying on a single theme to deliver returns — a practical way to manage risk and capture varied opportunities.
InvestSMART suggests watching interest rates, inflation and global events, while sticking to the basics: have a clear plan, stay diversified and maintain a long-term perspective.
No. The article clearly notes that past performance is not an indication of future performance, so historical returns should be used as informative context rather than a guarantee.
Use the update to understand recent return ranges across diversified and single-asset portfolios, see how those returns compared with peers, and reinforce long-term habits: keep a clear plan, diversify, and avoid trying to time or predict one winning market or sector.
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