XTB Portfolio performance reports can be found below. Please note the Cash Plus Portfolio is now known as the Monthly Income Portfolio. Individual XTB performance can be found here.
As at 30 June 2019
- Concentrated High Yield Report
- Maturity Ladder Series 1 Report
- Maturity Ladder Series 2 Report
- Maturity Ladder Series 3 Report
- Monthly Income Report (previously known as Cash Plus)
- High Yield Report
- No.1 Fixed Income SMA Report
Important Note: Past performance is no guarantee of future performance.
Returns may reflect the underlying bond performance adjusted for XTB fees. The performance of fixed rate bonds has been positively impacted by recent interest rate cuts, whilst there is an expectation of further interest rate cuts, as evidenced by the futures market pricing, if the interest rate cycle turns, it is likely that the performance of fixed rate bonds will be negatively impacted.
As at 31 March 2019
- Concentrated High Yield Report
- Maturity Ladder Series 1 Report
- Maturity Ladder Series 2 Report
- Maturity Ladder Series 3 Report
- Monthly Income Report (previously known as Cash Plus)
- High Yield Report
- No.1 Fixed Income SMA Report
As at 31 December 2018
- Concentrated High Yield Report
- Maturity Ladder Series 1 Report
- Maturity Ladder Series 2 Report
- Maturity Ladder Series 3 Report
- Cash Plus Report
- High Yield Report
- No.1 Fixed Income SMA Report
As at 30 September 2018
- Concentrated High Yield Report
- Maturity Ladder Series 1 Report
- Maturity Ladder Series 2 Report
- Maturity Ladder Series 3 Report
- Cash Plus Report
- High Yield Report
- No.1 Fixed Income SMA Report
As at 30 June 2018
- Concentrated High Yield Report
- Maturity Ladder Series 1 Report
- Maturity Ladder Series 2 Report
- Maturity Ladder Series 3 Report
- Cash Plus Report
- High Yield Report
- No. 1 Fixed Income SMA Report
As at 31 March 2018
- Concentrated High Yield Report
- Maturity Ladder Series 1 Report
- Maturity Ladder Series 2 Report
- Maturity Ladder Series 3 Report
- Cash Plus Report
- High Yield Report
- No.1 Fixed Income SMA Report
2017 Performance Reports
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