InvestSMART Performance Update: February 2025

InvestSMART's diversified ETF portfolios returned between 6.9% and 13.4% in the 12 months to the end of February 2025. Our low fees and use of broad-based passive ETFs have allowed us to outperform the majority of our competitors over the long term. Of course, past performance is not an indication of future performance. 

Over three years the diversified portfolios have delivered annual returns of between 3.6% and 10.3% on average. The table below illustrates how InvestSMART's portfolios compare to funds in the same risk category over three years. As you can see, our High Growth portfolio has returned 10.3% a year over three years, outperforming similar options by an average of 1.7% over that period.

InvestSMART's single-asset portfolios returned between 4.0% (cash securities) and 20.6% (international equities) in the 12 months to the end of February, and between 1.7%p.a. and 14.2%p.a. over five years.

February wrap-up

The Aussie share market kicked off the year strong, with the S&P/ASX 200 gaining 4.6% in January. However, it took a step back in February, dropping by 3.8%.

US stocks and international shares also took a hit, though the drop was smaller. The US S&P 500 fell 1% in Aussie dollar terms, while the MSCI World ex-Australia Index ended February 0.36% lower.

Defensive sectors including utilities ( 3.2%) and consumer staples ( 1.5%) had a solid month. On the flip side, technology (-12.3%), healthcare (-7.7%), and property (-6.4%) were the worst performers on the ASX 200 in February.

March has been a bit rocky for many markets, mainly due to talks of a US recession and concerns over tariffs.