InvestSMART

Low-cost ETF Portfolio Updates - June 2019

The quarterly updates for the Low-cost ETF Portfolios are now available.
By · 15 Jul 2019
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By · Chief Market Strategist ·
15 Jul 2019
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InvestSMART Conservative Portfolio

  • Return of 7.79% (after fees) during FY19
  • No changes were made to the portfolio during the June quarter
  • Estimated portfolio yield is 2.65%

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InvestSMART Balanced Portfolio

  • Return of 9.09% (after fees) during FY19
  • No changes were made to the portfolio during the June quarter
  • Estimated portfolio yield is 2.96%

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InvestSMART Core Growth Portfolio 

  • Return of 10.17% (after fees) during FY19
  • No changes were made to the portfolio during the June quarter
  • Estimated portfolio yield is 3.25%

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InvestSMART High Growth Portfolio 

  • Return of 10.51% (after fees) during FY19
  • No changes were made to the portfolio during the June quarter
  • Estimated portfolio yield is 3.57%

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InvestSMART International Equities Portfolio

  • Return of 9.48% (after fees) for FY19
  • No changes were made to the portfolio during the June quarter
  • Estimated portfolio yield is 2.14%

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InvestSMART Interest Income Portfolio

  • Return of 7.03% (after fees) in FY19
  • No changes were made to the portfolio during the June quarter
  • Estimated portfolio yield is 2.06%

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InvestSMART Property & Infrastructure Portfolio

  • Return of 14.85% (after fees) during FY19
  • No changes were made to the portfolio during the June quarter
  • Estimated portfolio yield is 3.73%

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InvestSMART Hybrid Income Portfolio

  • Return of 7.17% (after fees) during FY19
  • Estimated portfolio yield is 5.1% p.a.

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Evan Lucas
Evan Lucas
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