Low-cost ETF Portfolio Updates - December 2019
The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property.
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- Indepth analysis of ASX listed shares
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Contents
InvestSMART Conservative Portfolio
- The InvestSMART Conservative Portfolio flatlined in the December quarter -0.05% (after fees)
- No changes were made to the portfolio during the quarter
- Estimated yield on the portfolio is currently 2.80%
- Fixed Income suffered solid declines as investors rotated out of Defensive assets and into Growth
Click to read the full report here.
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InvestSMART Growth Portfolio
- The InvestSMART Growth Portfolio rose slightly in the Dec quarter up 1.21% (after fees)
- No changes were made to the portfolio during the quarter
- Estimated yield on the portfolio is currently 3.16%
- The quest for Growth assets by the market drove the performance of the Growth Portfolio
Click to read the full report here.
InvestSMART High Growth Portfolio
- The InvestSMART High Growth Portfolio rose 2.09% in the December quarter (after fees)
- No changes were made to the portfolio during the quarter
- Estimated yield on the portfolio is currently 3.39%
- The quest for high growth assets by the market drove the performance of the portfolio
Click to read the full report here.
InvestSMART Balanced Portfolio
- The InvestSMART Balanced Portfolio rose slightly in the Dec quarter up 0.55% (after fees)
- No changes were made to the portfolio during the quarter
- Estimated yield on the portfolio is currently 2.95%
- The global rotation from defensive assets to growth assets created a ‘push-pull’ return, as fixed income fell, equities rose
Click to read the full report here.
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InvestSMART Interest Income Portfolio
- The InvestSMART Interest Income Portfolio fell 1.41% in the December quarter (after fees)
- No changes were made to the portfolio during the quarter
- Estimated yield on the portfolio is currently 1.93%
- Fixed income markets under real pressure as the forecast global slowdown hasn’t materialised
Click to read the full report here.
InvestSMART International Equities Portfolio
- The InvestSMART International Equities Portfolio fell 1.41% in the December quarter (after fees)
- No changes were made to the portfolio during the quarter
- Estimated yield on the portfolio is currently 1.93%
- Fixed income markets under real pressure as the forecast global slowdown hasn’t materialised
Click to read the full report here.
InvestSMART Diversified Property & Infrastructure Portfolio
- The InvestSMART Diversified Property & Infrastructure Portfolio fell slightly in the December quarter down 0.16% (after fees)
- No changes were made to the portfolio during the quarter
- Estimated yield on the portfolio is currently 4.05%
- Bond proxies experience indifferent trade as fixed income markets sell off
Click to read the full report here.
InvestSMART Hybrid Income Portfolio
- The InvestSMART Hybrid Income Portfolio total return was -1.0% and 5.89% for the quarter and 12-month period
- December was a high-income month with 17 securities trading ex-distribution
- Sold out of MBLPA, NABPC and the IAG notes were released
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