The objectives, methodology, construction rules and underlying economic assumptions for our model portfolios can be referenced here: (see: https://switzersuperreport.com.au/our-portfolios-for-2021/ )

These are long-only model portfolios, and as such, they are assumed to be fully invested at all times. They are not “actively managed”, although adjustments are made from time to time.

Performance in calendar year 2021

The income portfolio to 26 February has returned 4.97% and the growth oriented portfolio has returned  1.98% (see tables at the end). Compared to the benchmark S&P/ASX 200 Accumulation Index (which adds back income from dividends), the income portfolio has outperformed by 3.20% and the growth portfolio has outperformed by 0.21%.

Income Portfolio

The objective of the income portfolio is to deliver tax advantaged income whilst broadly tracking the S&P/ASX 200.

The income portfolio is forecast to deliver an income return of 4.04% (based on its opening value at the start of the year), franked to 77%.

In February, the income portfolio returned 2.46%, outperforming the benchmark by 0.98%.

The income biased portfolio per $100,000 invested (using prices as at the close of business on 26 February 2021) is as follows:

Growth Portfolio

The objective of the growth portfolio is to outperform the S&P/ASX 200 market over the medium term, whilst closely tracking the index.

In February 2021. the growth portfolio returned  1.15%, under-performing the benchmark index by 0.30%.

Our growth oriented portfolio per $100,000 invested (using prices as at the close of business on 26 February 2021) is as follows: