InvestSMART Portfolios Quarterly Update - September 2020
- {{x.value}}
{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter verification code' }}
{{ completedStep1 ? 'Authentication & Security' : content.trialHeading.replace('{0}', user.FirstName) }}
{{ 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.
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 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
- Verify your email address by clicking on the link we sent to {{user.Email}}
- You now have free access, we look forward to helping you on your financial journey.
Here are the highlights from each of the portfolios. Further information and commentary can be found in the full reports linked.
Contents
- InvestSMART Conservative Portfolio
- InvestSMART Growth Portfolio
- InvestSMART High Growth Portfolio
- InvestSMART Balanced Portfolio
- InvestSMART Interest Income Portfolio
- InvestSMART International Equities Portfolio
- InvestSMART Diversified Property & Infrastructure Portfolio
- InvestSMART Hybrid Income Portfolio
InvestSMART Conservative Portfolio
Quarterly Performance
- The InvestSMART Conservative Portfolio rose slightly in the September quarter, up 1.28% (after fees).
- No changes were made to the portfolio during the quarter.
- Estimated yield on the portfolio is currently 2.2%.
- The Conservative Portfolio outperformed peers in the third quarter of 2020 by 0.32%.
Click to read the full report here.
InvestSMART Growth Portfolio
Quarterly Performance
- The InvestSMART Growth Portfolio rose slightly in the September quarter, up 1.85% (after fees).
- No changes were made to the portfolio during the quarter.
- Estimated yield on the portfolio is currently 2.6%.
- The Growth Portfolio outperformed peers in the third quarter of 2020 by 0.35%.
Click to read the full report here.
InvestSMART High Growth Portfolio
Quarterly Performance
- The InvestSMART High Growth Portfolio rose slightly in the September quarter, up 2.19% (after fees).
- No changes were made to the portfolio during the quarter.
- Estimated yield on the portfolio is currently 2.7%.
- The High Growth Portfolio outperformed peers in the third quarter of 2020 by 0.45%.
Click to read the full report here.
InvestSMART Balanced Portfolio
Quarterly Performance
- The InvestSMART Balanced Portfolio rose slightly in the September quarter, up 1.48% (after fees).
- No changes were made to the portfolio during the quarter.
- Estimated yield on the portfolio is currently 2.42%.
- The Balanced Portfolio outperformed peers in the third quarter of 2020 by 0.21%.
Click to read the full report here.
InvestSMART Interest Income Portfolio
Quarterly Performance
- The InvestSMART Interest Income Portfolio gained 0.84% in the September quarter (after fees).
- Estimated yield on the portfolio is currently 2.8%.
- No changes were made to the portfolio during the quarter.
Click to read the full report here.
InvestSMART International Equities Portfolio
Quarterly Performance
- The InvestSMART International Equities Portfolio performed solidly in the third quarter of 2020, up 3.83% (after fees).
- No changes were made to the portfolio during the quarter.
- Estimated yield on the portfolio is currently 2.2%.
- The International Portfolio outperformed peers by 0.63% in the quarter.
Click to read the full report here.
InvestSMART Diversified Property & Infrastructure Portfolio
Quarterly Performance
- The InvestSMART Diversified Property & Infrastructure Portfolio added 0.71% in the September quarter (after fees).
- No changes were made to the portfolio during the quarter.
- Estimated yield on the portfolio is currently 3.1%.
- All facets of the portfolio declined in the quarter as COVID-19 restrictions shattered the normal operations of the property and infrastructure sector.
Click to read the full report here.
InvestSMART Hybrid Income Portfolio - Commentary by Portfolio Manager Alastair Davidson
- The InvestSMART Hybrid Income Portfolio total portfolio return was 0.94% for the month including franking credits. The estimated running yield is approximately 5.0%, and estimated yield to call/maturity is 4.75% including franking credits.
- The total portfolio return was 2.10% and 0.82% for the quarter and 12-month periods respectively. Since inception the total portfolio return is 3.99% including franking credits, which is 0.21% under its return objective of the RBA Cash rate plus 3%.
- There were no transactions in the portfolio during the month., and no new hybrid issues
- The RBA maintained the cash rate at 0.25% at its October meeting, with the prices of cash futures predicting it to remain in a narrow range until the end of 2021.
- Eight securities in the portfolio paid a distribution in September.
- At 30 September the portfolio had a 3.63% allocation to cash.
Call 1300 880 160
Start a chat
Schedule a call
