InvestSMART

InvestSMART's Performance for the month of October

The portfolios returned 1.29% - 5.06% in the 12 months to 31 October 2023.
By · 17 Nov 2023
By ·
17 Nov 2023 · 5 min read
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Diversified ETF Portfolios

Investors looking for a mix of asset classes in one portfolio.

Portfolio Description More Info
Conservative Portfolio Designed for investors looking for a better return than cash or saving for the short-term. More info
Balanced Portfolio Designed for investors who seek a balanced investment solution between defensive & growth assets. More info
Growth Portfolio Designed for investors who are looking to build their wealth over the medium-term. More info
High Growth Portfolio Designed for investors who are looking to build their wealth over the longer-term. More info
Ethical Growth Portfolio A simple, cost-effective way to invest in a diversified ethical portfolio without the usual high fees More info

Single Asset Class ETF Portfolios

Investors looking to gain access to a sector specific asset class.

Portfolio

Description More Info
International Equities Portfolio Designed to provide investors the ability to tap into the high potential growth of global markets and aid in portfolio diversification. More info
Property and Infrastructure Portfolio Designed for investors looking to diversify their property exposure or tap into the income & capital growth potential from the commercial property market generally inaccessible to the public. More info
Hybrid Income Portfolio Designed for investors an opportunity to diversify their income stream, with a portfolio of predominantly ASX-listed hybrid securities. More info
Australian Equities Portfolio Designed for investors seeking exposure to the largest Australian listed companies. More info
Cash Securities Portfolio Designed for investors seeking exposure to cash and for those looking for a short term strategic alternative to higher risk assets. More info

 

October and November were the epitome of investment markets behaving like a rollercoaster. Markets fell across the board and then rallied just a few weeks later. It's for this reason that trying to time the market can be like walking a tightrope without the safety net. The best approach investors can adopt is to stick to their long-term investment plan, continue to invest and ensure you are diversified. InvestSMART's portfolios are built for all market conditions, so that when markets fall your portfolio is cushioned by the defensive assets it holds.
 

InvestSMART Articles

Scott Francis has joined InvestSMART’s tranche of excellent writers – Welcome Scott! Scott looks at the risk-free rate of return and if now's the time to focus on making extra mortgage payments. He also covers the risk / return pay off and its relationship to fees all investors have to contend with.
We road test the best Australian share ETFs and how we select them for our portfolios.
Paul Clitheroe investigates the important topic of how to navigate intergenerational wealth transfer“do it now or later?”, is the big, hard, but very important question older Australians need to contend with.

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Mitchell Sneddon
Mitchell Sneddon
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