Portfolio Quarterly Update - December 2019

Contents

InvestSMART Conservative Portfolio

• The InvestSMART Conservative Portfolio flatlined in the December quarter -0.05% (after fees)
• No changes were made to the portfolio during the quarter
• Estimated yield on the portfolio is currently 2.80%
• Fixed Income suffered solid declines as investors rotated out of Defensive assets and into Growth

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InvestSMART Growth Portfolio

• The InvestSMART Growth Portfolio rose slightly in the Dec quarter up 1.21% (after fees)
• No changes were made to the portfolio during the quarter
• Estimated yield on the portfolio is currently 3.16%
• The quest for Growth assets by the market drove the performance of the Growth Portfolio

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InvestSMART High Growth Portfolio

• The InvestSMART High Growth Portfolio rose 2.09% in the December quarter (after fees)
• No changes were made to the portfolio during the quarter
• Estimated yield on the portfolio is currently 3.39%
• The quest for high growth assets by the market drove the performance of the portfolio

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InvestSMART Balanced Portfolio

• The InvestSMART Balanced Portfolio rose slightly in the Dec quarter up 0.55% (after fees)
• No changes were made to the portfolio during the quarter
• Estimated yield on the portfolio is currently 2.95%
• The global rotation from defensive assets to growth assets created a ‘push-pull’ return, as fixed income fell, equities rose

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InvestSMART Interest Income Portfolio

• The InvestSMART Interest Income Portfolio fell 1.41% in the December quarter (after fees)
• No changes were made to the portfolio during the quarter
• Estimated yield on the portfolio is currently 1.93%
• Fixed income markets under real pressure as the forecast global slowdown hasn’t materialised

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InvestSMART International Equities Portfolio

• The InvestSMART International Equities Portfolio fell 1.41% in the December quarter (after fees)
• No changes were made to the portfolio during the quarter
• Estimated yield on the portfolio is currently 1.93%
• Fixed income markets under real pressure as the forecast global slowdown hasn’t materialised

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InvestSMART Diversified Property & Infrastructure Portfolio

• The InvestSMART Diversified Property & Infrastructure Portfolio fell slightly in the December quarter down 0.16% (after fees)
• No changes were made to the portfolio during the quarter
• Estimated yield on the portfolio is currently 4.05%
• Bond proxies experience indifferent trade as fixed income markets sell off

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InvestSMART Hybrid Income Portfolio

• The InvestSMART Hybrid Income Portfolio total return was -1.0% and 5.89% for the quarter and 12-month period
• December was a high-income month with 17 securities trading ex-distribution
• Sold out of MBLPA, NABPC and the IAG notes were released

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