Low-cost ETF Portfolio Updates - March 2019

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

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17 Apr 2019 · 10 min read

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InvestSMART Diversified Income Portfolio 

  • The InvestSMART Diversified Income Portfolio produced a return of 5.43% (after fees) during the March Quarter.
  • No changes were made to the portfolio during the March quarter
  • Estimated yield on the portfolio is currently 3.06%
  • Since inception the Diversified Income portfolio has returned 4.74% per. annum (after fees)
  • All facets of the portfolio attributed to the quarter’s performance

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InvestSMART Balanced Portfolio 

  • The InvestSMART Balanced Portfolio produced a return of 7.33% (after fees) during the March Quarter.
  • No changes were made to the portfolio during the March quarter.
  • Estimated yield on the portfolio is currently 3.06%.
  • Since inception the Balance portfolio has returned 6.07% per. annum (after fees).
  • All facets of the portfolio attributed to the quarter’s performance.

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InvestSMART Core Growth Portfolio 

  • The InvestSMART Core Growth Portfolio produced a return of 9.04% (after fees) during the March Quarter.
  • No changes were made to the portfolio during the March quarter
  • Estimated yield on the portfolio is currently 3.51% per. annum
  • Since inception the Core Growth portfolio has returned 7.61% per. annum (after fees)
  • All facets of the portfolio attributed to the quarter’s performance

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InvestSMART High Growth Portfolio 

  • The InvestSMART High Growth Portfolio produced a return of 10.34% (after fees) during the March Quarter.
  • No changes were made to the portfolio during the March quarter.
  • Estimated yield on the portfolio is currently 3.56%.
  • Since inception the High Growth portfolio has returned 8.25% per. annum (after fees).
  • All facets of the portfolio attributed to the quarter’s performance.

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InvestSMART International Equities Portfolio

  • The InvestSMART International Equities produced a return of 10.91% (after fees) during the March Quarter.
  • No changes were made to the portfolio during the December quarter.
  • Estimated yield on the portfolio is currently 1.94%.
  • Since inception the International Equities portfolio has returned 10.53% per. annum (after fees).
  • All facets of the portfolio attributed to the quarter’s performance.

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InvestSMART Interest Income Portfolio

  • The InvestSMART Interest Income Portfolio produced a return of 2.75% (after fees) during the March Quarter.
  • No changes were made to the portfolio during the March quarter.
  • Estimated yield on the portfolio is currently 2.23%.
  • Since inception the Interest Income portfolio has returned 3.1% per annum (after fees).
  • All facets of the portfolio attributed to the quarter’s performance.

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InvestSMART Property & Infrastructure Portfolio

  • The InvestSMART Diversified Property & Infrastructure portfolio produced a return of 11.95% (after fees) during the March Quarter.
  • No changes were made to the portfolio during the March quarter.
  • Estimated yield on the portfolio is currently 5.27%.
  • Since inception the Diversified Property & Infrastructure portfolio has returned 7.25% per. annum (after fees).
  • All facets of the portfolio attributed to the quarter’s performance.

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