Portfolio Updates

We understand that February will have impacted your investment performance and that the kind of market movements we have seen in February can rock your investment resolve.

Markets have never been more 'conflicted' by a month in a very long time, the records in January could be considered brilliant and horrendous all in one shot.

The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property.

Six equity markets made new record all-time highs and closing highs, with another five within 2 per cent of their respective all-time highs. However, like July, there wasn't much rejoicing about the asset appreciation, in fact there was almost none at all.

Historically, October is in the top two worst months of the year - May being the other. However, the 2019 enigma was again on display last month, as the initial collapse was quickly bid up and global markets started to question if the selloff was justified. October ended in the red, but the momentum it built through the middle of the month has already filtered into November.

The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property

FY19 was an interesting year for the High Growth Portfolio, as the capital performance of both sides of the portfolio was very strong.

InvestSMART Chief Market Strategist Evan Lucas puts the jump in market volatility in context

InvestSMART Chief Market Strategist Evan Lucas wraps context around a month defined by new highs and lows.

The quarterly updates for the Low-cost ETF Portfolios are now available.

The Equity Growth, Equity Income, Hybrid Income and Australian Small Companies Fund quarterly updates are now available.

The International Equities, Property & Infrastructure, Interest Income and Diversified Portfolios are now available.

The International Equities, Property & Infrastructure, Interest Income and Diversified Portfolios are now available.

The Equity Growth, Equity Income, Hybrid Income and Australian Small Companies Fund quarterly updates are now available.

The International Equities, Property & Infrastructure, Interest Income and Diversified Portfolios are now available.

The International Equities, Property & Infrastructure, Interest Income and Diversified Portfolios are now available.