InvestSMART

Balanced Portfolio Performance

time 4yr ago
print
By · 29 Jun 2020
Share this article
Evan Lucas
By ·
29 Jun 2020
Share this article
time 4yr ago

Question

With your balanced portfolio , what has been the percentage return over the period it’s been active? - Submitted by Chris

Answer

Hi Chris

Since incept the Balance Portfolio has returned 5.3% per annum. If you had invested in the portfolio from its first trading date in December 2014 your total return would be approximately 32%. If you would like to find out more, please click on this link to the Balance Portfolio page

Back to Q&A
Share this article
Investing made simple
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide
Grow your money, not your fees
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free fees report