Portfolio Updates

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By the Numbers Webinar - November Update

Introducing the new By the Numbers webinar. Each month we will publish a webinar in which we briefly highlight some of the portfolio numbers inside the InvestSMART Professionally Managed Accounts (PMA). We will also cover PMA account management tips to show you how simple it is to use the online platform.

3wks ago

InvestSMART's Conservative Portfolio: March Quarter Review 2021

It was a slightly strange quarter for the Conservative Portfolio in that it was its defensive assets that suffered falls while the growth side surged. It's rare to see a quarter of trade like the one we have just seen, and you need to put it into the perspective of your risk profile and your investment time horizon.

8mths ago

InvestSMART's International Equities Portfolio: March Quarter Review

The International Equities Portfolio picked up where it left off in the final quarter of 2020, adding 6.50 per cent after fees in the quarter and beating peers by 0.4 per cent. In the 52 weeks to the end of March 31, the portfolio is up 24.50 per cent after fees highlighting the incredible bounce back the world has experienced in the post-COVID world.

8mths ago

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