InvestSMART

InvestSMART's Performance for the September Quarter

InvestSMART is pleased to present the September quarter's performance for our Professionally Managed Account portfolios.
By · 13 Oct 2022
By ·
13 Oct 2022 · 5 min read
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InvestSMART's performance reports per portfolio 

Diversified Portfolios

Conservative Portfolio

Balanced Portfolio

Growth Portfolio

High Growth Portfolio

Ethical Growth Portfolio

Single Asset Class Portfolios

Interest Income Portfolio

International Equities Portfolio

Hybrid Portfolio

Property and Infrastructure Portfolio

By the Numbers Webinar - September Update


Hosted by InvestSMARTs Chief Market Strategist Evan Lucas and Product Specialist Tom Wilson.

In this By the Numbers webinar, we looked at the quarterly numbers for all of the InvestSMART portfolios.

We covered:

  • The returns of each of the InvestSMART Portfolios
  • The effects dividends and distributions will have
  • How having a long-term approach is key to handling the ups and downs

If you'd like us to address anything specific about the PMAs or portfolio management, please email invest@investsmart.com.au.


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Evan Lucas
Evan Lucas
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For more information on the companies discussed in this article, please click on the company of interest... iShares Core S&P/ASX 200 ETF (IOZ) | Vanguard Australian Property Securities Index ETF (VAP)
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Frequently Asked Questions about this Article…

InvestSMART offers a variety of portfolios including Diversified Portfolios like Conservative, Balanced, Growth, High Growth, and Ethical Growth. They also have Single Asset Class Portfolios such as Interest Income, International Equities, Hybrid, and Property and Infrastructure.

The performance of InvestSMART's portfolios for the September quarter was discussed in their By the Numbers webinar. They reviewed the returns of each portfolio and the impact of dividends and distributions.

InvestSMART emphasizes that having a long-term approach is crucial for handling the ups and downs of the market. This strategy helps investors stay focused on their goals despite short-term market fluctuations.

The By the Numbers webinar for the September update was hosted by InvestSMART's Chief Market Strategist Evan Lucas and Product Specialist Tom Wilson.

If you have specific questions about InvestSMART's PMAs or portfolio management, you can email them at invest@investsmart.com.au for more information.

The webinar covered the quarterly numbers for all InvestSMART portfolios, including the returns of each portfolio, the effects of dividends and distributions, and the importance of a long-term investment approach.

InvestSMART's Ethical Growth Portfolio focuses on investments that align with ethical and sustainable practices, catering to investors who prioritize environmental and social governance in their investment choices.

Dividends and distributions can significantly impact the returns of InvestSMART's portfolios by providing additional income and enhancing overall portfolio performance, as discussed in their quarterly review.