InvestSMART

InvestSMART's Performance for the September quarter

For the twelve months ending 30 September the InvestSMART Diversified Portfolios returned between 5% - 14.4%
By · 17 Oct 2023
By ·
17 Oct 2023 · 5 min read
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Click here to download the InvestSMART Diversified Portfolios Quarterly Report

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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

 

You will see we have a new look for our quarterly reports, we hope you like it. The goal is to provide more content to help investors understand the operations of the InvestSMART Professionally Managed Accounts and delve deeper into our investment philosophy so you can get the best out of your investment with us.

The performance over the last twelve months has been a lesson in why diversification is so important. All our InvestSMART Diversified Portfolios contain international equity exposure, even the Conservative Portfolio. It’s a crucial element to the growth component and these reports highlight why. We do not make predictions for future market movements, we do not know what tomorrow's best performer will be but we don’t need to. Diversification in line with each portfolio's risk profile takes care of that for us.

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Mitchell Sneddon
Mitchell Sneddon
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