Portfolio Quarterly Update - December 2019

The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property.

By Evan Lucas · 22 Jan 2020

By Evan Lucas ·
22 Jan 2020

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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.

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.

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

Click to read the full report here.

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Frequently Asked Questions about this Article…

What was the performance of the InvestSMART Conservative Portfolio in the December 2019 quarter?

The InvestSMART Conservative Portfolio remained flat in the December 2019 quarter, showing a slight decline of -0.05% after fees.

How did the InvestSMART Growth Portfolio perform in the December 2019 quarter?

The InvestSMART Growth Portfolio saw a modest increase of 1.21% in the December 2019 quarter, driven by the market's pursuit of growth assets.

What changes were made to the InvestSMART High Growth Portfolio during the December 2019 quarter?

No changes were made to the InvestSMART High Growth Portfolio during the December 2019 quarter, which rose by 2.09% after fees.

Why did the InvestSMART Balanced Portfolio experience a 'push-pull' return in the December 2019 quarter?

The InvestSMART Balanced Portfolio experienced a 'push-pull' return due to a global shift from defensive to growth assets, resulting in a 0.55% increase after fees.

What factors contributed to the decline of the InvestSMART Interest Income Portfolio in the December 2019 quarter?

The InvestSMART Interest Income Portfolio fell by 1.41% due to pressure on fixed income markets, as the anticipated global slowdown did not occur.

How did the InvestSMART International Equities Portfolio perform in the December 2019 quarter?

The InvestSMART International Equities Portfolio declined by 1.41% in the December 2019 quarter, affected by the pressure on fixed income markets.

What was the yield of the InvestSMART Diversified Property & Infrastructure Portfolio in the December 2019 quarter?

The InvestSMART Diversified Property & Infrastructure Portfolio had an estimated yield of 4.05% in the December 2019 quarter, despite a slight decline of 0.16%.

What notable transactions occurred in the InvestSMART Hybrid Income Portfolio during the December 2019 quarter?

In the December 2019 quarter, the InvestSMART Hybrid Income Portfolio sold out of MBLPA, NABPC, and released IAG notes, with a total return of -1.0% for the quarter.