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 can be found here.

As at 30 June 2019

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

As at 31 December 2018

As at 30 September 2018

As at 30 June 2018

As at 31 March 2018

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

View Details

Monthly Income Portfolio

Find out more about this recommended portfolio of XTBs

VIEW DETAILS

Maturity Ladder Portfolio

Find out more about this recommended portfolio of XTBs

View Details

High Yield Portfolio

Find out more about this recommended portfolio of XTBs

View Details

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