InvestSMART

InvestSMART's Capped Fee Portfolio Quarterly Update - March 2021

We dive into why all asset classes across the spectrum are so important to your future returns; Why diversification continues to come out on top; And the future of fixed income
By · 14 Apr 2021
By ·
14 Apr 2021 · 5 min read
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Here are the links to the quarterly report for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property Portfolios.

Contents

Conservative Portfolio

Balanced Portfolio

Growth Portfolio

High Growth Portfolio

Interest Income Portfolio

International Equities Portfolio

Property and Infrastructure Portfolio

Hybrid Income Portfolio

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Evan Lucas
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Frequently Asked Questions about this Article…

The InvestSMART Capped Fee Portfolio is a range of investment portfolios designed to cater to different risk appetites and investment goals, with a capped fee structure to ensure cost-effectiveness for investors.

The InvestSMART Capped Fee Portfolio is updated quarterly, providing investors with the latest insights and performance data for each portfolio option.

The InvestSMART Capped Fee Portfolio includes a variety of options such as Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities, and Diversified Property Portfolios.

The InvestSMART Conservative Portfolio is ideal for investors seeking lower risk and stable returns, focusing on capital preservation and steady income.

The InvestSMART Growth Portfolio is designed for investors looking for higher returns through exposure to growth assets, suitable for those with a higher risk tolerance.

The InvestSMART High Growth Portfolio targets even higher returns than the Growth Portfolio by investing more heavily in growth assets, making it suitable for investors with a very high risk tolerance.

The InvestSMART Interest Income Portfolio aims to provide regular income through investments in interest-bearing assets, ideal for income-focused investors.

The InvestSMART International Equities Portfolio offers exposure to global markets, providing diversification and potential growth opportunities outside of domestic investments.