Grow Your Wealth SMA Update

By Jason Fittler

In September, Grow Your Wealth launched it Balanced and Aggressive SMA. This investment suits smaller investors looking to growth their portfolio quickly. It provides a spread of investments that generally is only available to large investors.

We are pleased to report that both portfolios have performed well in the first quarter of 2016 details as follows:

Balanced SMA

As you can see, the Balanced Portfolio (Blue Line) has outperformed the ASX 200 Accumulation Index (yellow line) for the first quarter. The Portfolio has returned a -3.35% against the -10.5% of the ASX 200.

Aggressive SMA

As details above the Aggressive Portfolio (Blue Line) has outperformed the ASX 200 Accumulation Index (Yellow Line) for the first quarter. The Portfolio has a return -4.9% against the -10.5% of the ASX 200.

Please call on 07 47714577 or email [email protected] if you wish to discuss these products further.