Low-cost ETF Portfolio Updates - May 2019

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

InvestSMART Diversified Income Portfolio 

  • Added 0.41% after fees in May as domestic equities outweighed the decline from international equities
  • Domestic equities attributed 0.22%, fixed interest 0.35% and domestic property 0.2% 

  • 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 0.01% after fees in May as domestic equities scrapped out a positive read despite the decline from international equities
  • Domestic equities attributed 0.36%, fixed interest 0.34% and domestic property 0.09%
  • Only International Equities (VGS) didn’t attribute performance to the portfolio in the month of May subtracting 0.81% from performance

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InvestSMART Core Growth Portfolio 

  • Declined 0.39% after fees in May as the decline from international equities outweighed the gains made domestically
  • Domestic equities attributed 0.45%, fixed interest 0.18% and domestic property 0.09%
  • Only International Equities (VGS) didn’t attribute performance to the portfolio in the month of May subtracting 1.13% from performance

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InvestSMART High Growth Portfolio 

  • Declined 0.98% after fees in May as the decline from international equities outweighed the gains made domestically
  • Domestic equities attributed 0.61%, fixed interest 0.03% and domestic property 0.08%
  • Only International Equities (VGS) didn’t attribute performance to the portfolio in the month of May subtracting 1.61% from performance

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InvestSMART International Equities Portfolio

  • Declined 3.88% after fees in May cutting into the rolling three-month performance however since inception the portfolio is still averaging 10.22% p.a.
  • The S&P 500 (IVV) subtracted 1.39%, the global index (VGS) subtracted 1.48% while Asia subtracted 0.49%
  • May has seen all international equities return to black

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InvestSMART Interest Income Portfolio

  • Added 1.23% after fees in May as bond markets domestically and globally saw large capital inflows
  • Domestic treasuries added 0.45% and international treasuries 0.69%
  • The capital appreciation in the portfolio is suppressing yield which fell to 2.09%

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InvestSMART Property & Infrastructure Portfolio

  • Added 0.99% after fees in May as the Federal Election caused a pop in property listings
  • Domestic property attributed 0.53% international property 0.24%
  • AGL and SYD detracted from performance in May on stock specific issues.

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