Model portfolio investment results

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Financial Choice has been researching ETFs and managing diversified ETF portfolios for clients since 2010. Other similar providers entered the market in 2014 (Stockspot) and 2016 (Six Park). We have been the pioneers in Australia in developing portfolio for investors to use ETFs in their portfolios because of the benefits they offer – instant diversification, low costs, transparency, and ease of access. To gain a global perspective, we use Longview Economics in London as our asset consultant and strategic partner. This is a large reason why we consistently out perform our competitors.

Our performance number for the period ending March 2021

ETF Growth Model as at 31st March 2021

ETF Balanced Model as at 31st March 2021

ETF Conservative Model as at 31st March 2021

Please note that the above returns do not allow for tax and the individual investment management fee that you pay because this varies from client to client based on portfolio size and rebates. ETF performance is net of the MER.

General Advice warning: The content of this newsletter is for the clients of Best Interest Advice and it’s other  related services. The content is general advice only and has not considered your personal situation or objectives and cannot be relied upon. Please consult a financial adviser to provide you with personal advice. We cannot guarantee the accuracy of this information as it is sourced from third parties and general media. All attempts to verify its contents have been made and we only rely on reputable sources.

 

 

By |2021-04-23T19:39:19+00:00April 23rd, 2021|