Recognising that April has been a poor month for global equities to date, Six Park’s portfolios performed well in March given a rebound across most asset classes in the wake of high volatility in January and February.

Six Park portfolios rose 1.2% to 3.9% over March but remain negative for the rolling three-month quarter (due to poor market conditions during January and February).

That said, our annualised 5-year returns have been +3.4% to +9.1% after fees, and Six Park’s portfolios continue to outperform more than 93% of comparable multi-asset class managed funds in the Morningstar database over the past five years.

As noted in our last update, relatively new investors may have seen their investment values swing materially (both up and down) over short periods of time, which is why we stress the importance of diversification, patience, and periodic portfolio rebalancing (versus trying to time the market).

Six Park Essential Portfolio Performance – March 2022

Period Conservative Conservative Balanced Balanced Balanced Growth Aggressive Growth
1 month 1.2% 1.9% 2.6% 3,1% 3.9%
3 months -2.3% -2.3% -2.8% -3.2% -3.0%
1 year 3.8% 5.8% 7.9% 9.4% 11.4%
3 years 3.0% 4.8% 6.8% 8.0% 9.2%
5 years 3.4% 5.2% 7.0% 8.3% 9.1%

Notes:

(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 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 but net of Six Park’s and applicable ETF fees. The results are based on closing prices for each ETF, not NAV. They assume dividend reinvestment (at month end) but do not include dividend imputation, cash holdings or annual rebalances.

(4) 1 and 3-year returns are annualised

Asset class performance

Australian shares and global infrastructure were the standout asset classes in March (both up more than 7% for the month), while Fixed Income and Emerging Markets struggled with the prospect of increasing interest rates (both down 3-4%).

We continue to see high variability of asset class performance on a month-to-month basis, and investors should expect this to continue during periods of high volatility.

Of note, asset classes such as Global Listed Property and Global Infrastructure can be good forms of asset class diversification over time, as they have been our best two performing asset classes over the past 12 months.

Read more about Six Park’s selected ETFs.

 

Notes
(1) Results reflect ETF closing prices, not NAV, so may differ from those published by the ETF issuers.

(2)  Results reflect asset class performance for ETFs used in Essential portfolios. Performance for sustainable ETFs is broadly in line with the results shown.

Six Park Sustainable Portfolio Performance – March 2022

Our Sustainable portfolios slightly outperformed our Essential portfolios for the month of March but have lagged slightly for the rolling one-year period. This was largely due to their relatively higher exposure to tech companies/growth stocks, which have underperformed over the past year. 

Our Sustainable portfolios are designed to perform comparably with our Essential portfolios, but over time, there will be periods of slight outperformance and underperformance.

 

Period Conservative Conservative Balanced Balanced Balanced Growth Aggressive Growth
1 month 1.2% 1.9% 2.9% 3.5% 4.4%
3 months -2.9% -3.4% -4.4% -5.1% -5.2%
1 year 3.2% 4.8% 7.1% 8.8% 10.8%

Notes:

(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 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 but net of Six Park’s and applicable ETF fees. The results are based on closing prices for each ETF, not NAV. They assume dividend reinvestment (at month end) but do not include dividend imputation, cash holdings or annual rebalances.

 

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Published April 18, 2022

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