InvestSMART

Portfolio Quarterly Update - December 2019

The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property.
By · 22 Jan 2020
By ·
22 Jan 2020
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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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Evan Lucas
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