InvestSMART's Performance for October 2022
International Equities Portfolio
Property and Infrastrucutre Potfolio
Despite challenging economic conditions not just across the globe but also across asset classes we’re pleased to say the InvestSMART Fundlater Diversified Portfolios continue to achieve the long-term aim of the investment committee. The aim is not to avoid risk, we understand negative returns are part of long-term investing. The aim of each portfolio is to outperform the average of peers (funds invested in the same asset class) over the long-term.
Remaining diversified and having industry low fees puts our portfolios in a great position to compound wealth over the long-term. A quick and easy check to ensure the portfolios are sticking to goal is to look at the gap compared to peers since inception. That’s the power of low fees.
Frequently Asked Questions about this Article…
InvestSMART offers a variety of investment portfolios including Conservative, Balanced, Growth, High Growth, Ethical Growth, Interest Income, International Equities, Property and Infrastructure, and Hybrid Portfolios.
InvestSMART focuses on remaining diversified and maintaining industry-low fees, which positions their portfolios well for compounding wealth over the long term. They aim to outperform the average of peers in the same asset class.
The goal of InvestSMART's diversified portfolios is to outperform the average of peers in the same asset class over the long term, while understanding that negative returns are a part of long-term investing.
Low fees are crucial in InvestSMART's investment strategy because they help maximize the compounding of wealth over time, allowing portfolios to potentially outperform peers since inception.
InvestSMART acknowledges that challenging economic conditions affect all asset classes, but they remain committed to their long-term investment goals by staying diversified and maintaining low fees.
Comparing InvestSMART portfolios to peers helps investors see how well the portfolios are performing relative to others in the same asset class, ensuring they are on track to meet long-term goals.
The InvestSMART Fundlater Diversified Portfolios are a range of investment options designed to achieve long-term growth by outperforming peers in the same asset class, while managing risk through diversification and low fees.
Investors can easily check if InvestSMART portfolios are meeting their goals by looking at the performance gap compared to peers since inception, which reflects the impact of low fees and diversification.
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