The Final 2021 Investment Model Portfolio Performance is in! 

2021 was a tale of two halves.

It started with a bang as the world economies continued their bounce back after the Covid market slump in 2020. It ended with a hit to Australian miners and the Tech sector as inflation fears arose.

But take heart. Due to increased activity, economic growth is on the rise, and there is no talk of a recession on the horizon. Let’s hope that 2022 will be another good year.

So, how did we do? Our balanced model Portfolio returned 15.95% in 2021. This return was composed of 4.01% income and 11.94% capital growth.

So, if you invested $100,000 in our balanced model portfolio on 1 January 2021, your balance at the end of trade on 31 December 2021 would have been $115,950.

How does our Model Portfolio Compare?

We have outperformed the market again. 

The average super fund performance across all funds was 13.4% for 2021.  

Our performance again gets us on par with the top ten performing funds in 2021.

We have years of data on this portfolio, and our management style and approach to investing consistently outperform our competitors. Being selective and investing in quality diversified assets is the key to lower risk and better returns.

Our clients have profited from their investment advice and have seen better returns than what they could have gotten investing in industry or retail funds.

How do we do it?

Our niche in the investment market provides direct investment advice and ongoing management to our clients. 

We aim to develop long term financial relationships, building and protecting your wealth during good times and bad, guiding to give you a better chance than most for financial success.

We are experienced in creating and managing well-diversified portfolios comprised of direct shares and exchanges traded funds and bonds across all the asset classes and markets. Portfolios are made to match a client’s needs, staying within your tolerance to risk and managing to grow your wealth over time.  

Direct investment portfolios lower management fees by not having administration platforms and fund managers apply their extra costs, which decrease your overall returns. Business initiatives provide portfolio administration, and future management is supplied under our ongoing service agreement.

Direct Investment Portfolios give you control via direct ownership of the asset. So the entire time, you know where your money is being invested, and you have more choice in tax minimisation strategies.

We need to inform you that future results will differ from previous ones, depending on how the market performs. We create portfolios that can ride out the waves of the market ups and downs while providing you with growth over time. 

Your superannuation is one of the most significant assets you will own. It is worth taking the time to make sure it is working for you.

We successfully implement and manage these portfolios for our current clients. We can do it for you too.

If you are interested in knowing where your assets are invested, controlling the decision making over your investments and creating more wealth, call our Financial Adviser, Michael Farmer, to discuss how we can help you help yourself. 

Michael Farmer (AR 328367) is a Representative of Wealth Initiatives Pty Ltd
ABN 54 612 640 641 and AFSL 509563, 08 8431 7444