Diversified Portfolios - InvestSMART Balanced - 28 February 2017
PERFORMANCE TO 28 FEBRUARY 2017 | 1 MONTH | 3 MONTH | 6 MONTH | 1 YEAR | SI* (P.A.) |
---|---|---|---|---|---|
InvestSMART Balanced Portfolio | 1.16% | 3.20% | 2.48% | 9.96% | 5.13% |
Morningstar Multisector Balanced Index | 1.21% | 2.75% | 1.87% | 9.07% | 5.57% |
Excess to Benchmark | -0.05% | 0.45% | 0.61% | 0.89% | -0.45% |
RBA Cash Rate 2% | 0.27% | 0.86% | 1.74% | 3.70% | 3.95% |
Excess to Objective | 0.89% | 2.34% | -0.74% | 6.26% | 1.18% |
Growth of $10,000
INCOME REINVESTED
Performance Summary to 28 February 2017
Source: Praemium, RBA. Returns are after investment fees and admin fees. Returns are shown as annualised if the period is over 1 year. * Since Inception (SI) date is 29 December 2014.
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