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 31 Dec 2020
- Concentrated High Yield Portfolio
- Maturity Ladder Series 1 Portfolio
- Maturity Ladder Series 2 Portfolio
- Maturity Ladder Series 3 Portfolio
- Maturity Ladder Series 4 Portfolio
- Monthly Income Portfolio
- High Yield Portfolio
- No.1 Fixed Income SMA Portfolio
As at 30 Sep 2020
- Concentrated High Yield Portfolio
- Maturity Ladder Series 1 Portfolio
- Maturity Ladder Series 2 Portfolio
- Maturity Ladder Series 3 Portfolio
- Maturity Ladder Series 4 Portfolio
- Monthly Income Portfolio
- High Yield Portfolio
- No.1 Fixed Income SMA Portfolio
As at 30 Jun 2020
- Concentrated High Yield Portfolio
- Maturity Ladder Series 1 Portfolio
- Maturity Ladder Series 2 Portfolio
- Maturity Ladder Series 3 Portfolio
- Maturity Ladder Series 4 Portfolio
- Monthly Income Portfolio
- High Yield Portfolio
- No.1 Fixed Income SMA Portfolio
As at 31 Mar 2020
- Concentrated High Yield Portfolio
- Maturity Ladder Series 1 Portfolio
- Maturity Ladder Series 2 Portfolio
- Maturity Ladder Series 3 Portfolio
- Monthly Income Portfolio
- High Yield Portfolio
- No.1 Fixed Income SMA Portfolio
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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