Low-cost ETF Portfolio Updates - April 2019

The International Equities, Property & Infrastructure, Interest Income and Diversified Portfolios are now available.

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13 May 2019 · 10 min read

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InvestSMART Diversified Income Portfolio 

  • Added 0.72% after fees in April as the risk side of the portfolio continued its 4-month trend
  • Domestic equities attributed 0.41%, international equities 0.6% while the defensive side collectively attributed 0.16%
  • Only Australian Property (VAP) didn’t not attributed performance to the portfolio in the month of April

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InvestSMART Balanced Portfolio 

  • Added 1.49% after fees in April as the risk side of the portfolio continued its 4-month trend
  • Domestic equities attributed 0.67 % and international equities 1.04%
  • Only Australian Property (VAP) didn’t not attributed performance to the portfolio in the month of April

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InvestSMART Core Growth Portfolio 

  • Added 1.91% after fees in April as the risk side of the portfolio continued its 4-month trend
  • Domestic equities attributed 0.83% and international equities 1.45%
  • Only Australian Property (VAP) didn’t not attributed performance to the portfolio in the month of April
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InvestSMART High Growth Portfolio 

  • Added 2.81% after fees in April as the risk side of the portfolio continued its 4-month trend lead by the international equities exposure
  • Domestic equities attributed 1.12% and international equities 2.06%
  • Only Australian Property (VAP) didn’t not attributed performance to the portfolio in the month of April

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InvestSMART International Equities Portfolio

  • Added 4.43% after fees in April its rolling three-month performance is 11.32%
  • The S&P 500 (IVV) attributed 1.78%, the global index (VGS) 1.83% while Asia attributed 0.3% impressive considering it only makes up 6% of the total portfolio
  • All facets of the Portfolio contributed to performance in April
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InvestSMART Interest Income Portfolio

  • Added 0.07% after fees in April its rolling three-month performance is 2.26%
  • All facets of the Portfolio contributed to performance in April

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InvestSMART Property & Infrastructure Portfolio

  • Added -0.45% after fees in April the six-month rolling return 12.18%
  • Domestic property detracted -0.63%, international property -0.26% with international infrastructure attributed 0.12%

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