InvestSMART

InvestSMART Quarterly Reports - September 2018

Read the latest InvestSMART Portfolios and Funds Updates
By · 19 Oct 2018
By ·
19 Oct 2018 · 5 min read
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 Quarterly Portfolio Updates - September 2018

You can read and download the reports online now via the links below.

PortfolioSince inception (p.a.)* 
Low Cost ETF Asset Allocation Portfolios
InvestSMART Diversified Income 4.63% View Online
InvestSMART Balanced 6.28% View Online
InvestSMART Core Growth 8.12% View Online
InvestSMART High Growth 9.26% View Online
InvestSMART International Equities 12.56% View Online
InvestSMART Diversified Property and Infrastructure 4.66% View Online
InvestSMART Interest Income 2.06% View Online
Australian Equities Portfolios
Intelligent Investor Equity Growth 11.69% View Online
Intelligent Investor Equity Income 11.23% View Online
InvestSMART Australian Equity Income Fund (ASX:INIF) 0.16% View Online
InvestSMART Australian Small Companies Fund 10.48% View Online
InvestSMART Hybrid Income 4.75% View Online 


*Return per annum since inception after investment and admin fees as at 30 Sep 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 returned 4.63%, Balanced portfolio 6.28%, Core Growth portfolio 8.12%, High Growth portfolio 9.26%, International Equities portfolio 12.56%, Diversified Property and Infrastructure portfolio 4.66%, and Interest Income portfolio 2.06% per annum.

The InvestSMART International Equities portfolio has performed impressively, delivering a return of 12.56% per annum since inception, making it one of the top performers among InvestSMART's offerings.

The Intelligent Investor Equity Growth portfolio has achieved a return of 11.69% per annum since its inception, showcasing strong performance in the Australian equities market.

The InvestSMART Australian Equity Income Fund (ASX:INIF) has returned 0.16% per annum since inception. This performance is reflective of the fund's focus on generating income from Australian equities.

The InvestSMART Australian Small Companies Fund has delivered a return of 10.48% per annum since inception, indicating strong growth potential in the small companies sector.

The InvestSMART Hybrid Income portfolio has achieved a return of 4.75% per annum since inception, offering a balanced approach to income generation through hybrid securities.

The InvestSMART Diversified Property and Infrastructure portfolio has returned 4.66% per annum since inception, providing investors with exposure to property and infrastructure assets.

You can read and download the InvestSMART quarterly reports online via the links provided in the article. These reports offer detailed insights into the performance of various portfolios.