All of the Six Park model portfolios posted gains in August, aided by strong advances across almost all asset classes. Overall, our portfolios were up +0.3% to 1.0% for the month and have now returned +1.4% to +7.5% on a rolling 12-month basis.
Six Park Portfolio Performance August 2017
|Period||Conservative||Conservative Balanced||Balanced||Balanced Growth||Aggressive Growth|
(1) Past performance is not indicative of future performance.
(2) All figures are illustrative in nature based on notional $50,000 portfolios which are assumed to have been fully invested at the start of the relevant time period. Your actual investment performance may vary depending on factors such as the timing of your investment with us.
(3) All figures are pre-tax and are post Six Park’s fees and applicable ETF fees. The results are calculated using monthly closing prices for each ETF, not NAV. They assume dividend reinvestment (at the end of each month) but do not include dividend imputation. No cash holdings or annual rebalances are assumed.
The emerging market segment was again the strongest asset class for the month, although all other asset classes, with the exception of international property sector, posted gains.
(1) The above figures are calculated using the closing prices for each ETF, not NAV, so may differ from those published by the ETF issuers.