In these difficult market times Investonline Recommended Portfolios continue to produce superb returns.
Over last 12 months to December 2016 the JSE All Share Index total return was only 2.6%. During the same period Investonline’s Recommended Portfolios returned :
Aggressive 23.1%, Moderate 5.2%, Conservative 6.6%.
See how we have significantly outperformed the industry averages over the last 1, 3 and 5 years.
Investonline Portfolio Performance
| To December 2016 | 1 Year | 3 Years* | 5 Years* |
|---|---|---|---|
| IOL Aggressive Portfolio | 23.1 | 13.3 | 17.6 |
| Industry Average | 3.2 | 5.3 | 11.4 |
| Outperformance | 19.9 | 8.0 | 6.2 |
| IOL Moderate Portfolio | 5.2 | 9.8 | 13.4 |
| Industry Average | 1.4 | 6.1 | 10.6 |
| Outperformance | 3.8 | 3.7 | 2.8 |
| IOL Conservative Average | 6.6 | 7.5 | 9.0 |
| Industry Average | 3.7 | 6.4 | 8.9 |
| Outperformance | 2.9 | 1.1 | 0.1 |
* per annum
Markets have been difficult over the last two years due to volatility with the JSE All Share Index returning only
3.9% per annum (p.a.), after returning 18.6% p.a. for the previous six years to December 2014. This was an
abnormally strong six years of growth, which was unsustainable. Markets go through cycles and we have
been in a consolidation period for the last two years. Investors need to be patient and to remember that the
best returns are achieved over the long term and with the appropriate investment strategy and asset allocation
to suit their risk profile.
The JSE All Share Index over the last 50 years has returned an average 16% p.a., 8% p.a. above inflation.
Our investment strategy is to recommend diversified investment portfolios with risk-adjusted asset allocations
to suit each client’s risk profile. Our objective is to outperform the average industry unit trust per sector,
which we have done consistently over the last five years on average by 3% per annum.
We are confident that we will continue to recommend outperforming unit trust portfolios into the future that suit
each client’s particular risk profile and investment objectives
To enquire about our recommended portfolios please click here