Investing

XTB Portfolio Performance Reports

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 for FY20 can be found here.

As at 30 Sep 2020

As at 30 Jun 2020

As at 31 Mar 2020

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.

 

2019 Performance Reports

2018 Performance Reports

2017 Performance Reports

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View more information on the suite of XTB Recommended Portfolios.

Concentrated High Yield Portfolio

Find out more about this recommended portfolio of XTBs

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Monthly Income Portfolio

Find out more about this recommended portfolio of XTBs

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Maturity Ladder Portfolio

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High Yield Portfolio

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