Portfolio Updates

May Performance update

April Performance update

We have made some changes to the Core Growth Portfolio

We have made some changes to the Diversified Income Portfolio

In response to recent volatility in listed global property & infrastructure markets, we have completed a comprehensive review of our portfolio

We have made some adjustments to the Interest Income Portfolio

February Performance update

January performance update

December performance update

November Performance update

We've made changes to the Hybrid Income Portfolio

The InvestSMART International Equities and Core Growth portfolios turn three this month

We've made some changes to the Hybrid Income Portfolio

We saw strong performance in September for the InvestSMART International Equities portfolio with the Vanguard FTSE Europe Shares ETF (VEQ) up 4.3%.

The long-term benefits of portfolio diversification remain a core tenant to the InvestSMART investment philosophy and it is on this basis that we are building portfolios that allow our clients to achieve this.

Equities had a strong year to June 30, but a late rise in the Aussie dollar has dragged international exposures lower.