Avanta Investment Management Limited Balanced Portfolios
The balanced approach weighs the desire for growth with the need for capital preservation. This portfolio type uses a mix of different asset classes. It is typically chosen by investors with moderate tolerance to risk and incorporates direct equities, mutual funds, and fixed income instruments such as bonds, and is in the center of the risk-reward range.
Avanta Investment Management Limited Balanced Portfolios 2022 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
1.80%
|
$101,800.00
|
1.80%
|
February
|
$101,800.00
|
0.92%
|
$102,736.00
|
2.73%
|
March
|
$102,736.00
|
0.87%
|
$103,630.00
|
3.63%
|
Avanta Investment Management Limited Balanced Portfolios 2021 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
0.16%
|
$100,160.00
|
0.16%
|
February
|
$100,160.00
|
1.70%
|
$101,862.72
|
1.86%
|
March
|
$100,862.72
|
5.70%
|
$107,668.90
|
7.67%
|
April
|
$107,668.90
|
1.29%
|
$109,057.80
|
9.05%
|
May
|
$109,057.80
|
0.79%
|
$109,919.40
|
9.91%
|
June
|
$109,919.40
|
0.61%
|
$110,590.00
|
10.59%
|
July
|
$110,590.00
|
0.42%
|
$111,054.50
|
11.05%
|
August
|
$110,999.20
|
0.37%
|
$111,410.00
|
11.41%
|
September
|
$111,410.00
|
0.45%
|
$111,911.30
|
11.91%
|
October
|
$111,911.30
|
0.27%
|
$112,213.50
|
12.21%
|
November
|
$112,213.50
|
0.66%
|
$112,954.00
|
12.95%
|
December
|
$112,954.00
|
0.54%
|
$113,564.00
|
13.56%
|
Avanta Investment Management Limited Balanced Portfolios 2020 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
0.18%
|
$100,180.00
|
0.18%
|
February
|
$100,180.00
|
-2.32%
|
$97,855.82
|
-2.14%
|
March
|
$97,855.82
|
-4.51%
|
$93,442.53
|
-6.56%
|
April
|
$93,442.53
|
12.97%
|
$105,562.02
|
5.56%
|
May
|
$105,562.02
|
4.62%
|
$110,438.99
|
10.44%
|
June
|
$110,438.99
|
2.01%
|
$112,658.81
|
12.66%
|
July
|
$112,658.81
|
1.99%
|
$114,900.72
|
14.90%
|
August
|
$114,900.72
|
2.78%
|
$118,094.96
|
18.09%
|
September
|
$118,094.96
|
5.21%
|
$124,247.71
|
24.25%
|
October
|
$124,247.71
|
1.51%
|
$126,123.85
|
26.12%
|
November
|
$126,123.85
|
2.03%
|
$128,624.16
|
26.12%
|
December
|
$128,624.16
|
1.60%
|
$130,743.11
|
30.74%
|
Avanta Investment Management Limited Balanced Portfolios 2019 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
7.71%
|
$107,710.00
|
7.71%
|
February
|
$107,710.00
|
4.19%
|
$112,223.05
|
12.22%
|
March
|
$112,223.05
|
1.87%
|
$114,321.62
|
14.32%
|
April
|
$114,321.62
|
3.56%
|
$118,391.47
|
18.39%
|
May
|
$118,391.47
|
-3.49%
|
$114,259.61
|
14.26%
|
June
|
$114,259.61
|
7.12%
|
$122,394.89
|
22.39%
|
July
|
$122,394.89
|
1.96%
|
$124,793.83
|
24.79%
|
August
|
$124,793.83
|
-2.09%
|
$122,185.64
|
22.19%
|
September
|
$122,185.64
|
3.04%
|
$125,900.08
|
25.90%
|
October
|
$125,900.08
|
2.56%
|
$129,123.13
|
29.12%
|
November
|
$129,123.13
|
4.12%
|
$134,443.00
|
34.44%
|
December
|
$134,443.00
|
4.09%
|
$139,941.72
|
39.94%
|
Avanta Investment Management Limited Balanced Portfolios 2018 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
5.82%
|
$105,820.00
|
5.82%
|
February
|
$105,820.00
|
1.08%
|
$106,962.86
|
6.96%
|
March
|
$106,962.86
|
-0.67%
|
$106,246.20
|
6.25%
|
April
|
$106,246.20
|
0.44%
|
$106,713.69
|
6.71%
|
May
|
$106,713.69
|
2.56%
|
$109,445.56
|
9.45%
|
June
|
$109,445.56
|
0.59%
|
$110,091.29
|
10.09%
|
July
|
$110,091.29
|
3.81%
|
$114,285.77
|
14.29%
|
August
|
$114,285.77
|
3.21%
|
$117,954.34
|
17.95%
|
September
|
$117,954.34
|
0.51%
|
$118,555.91
|
18.56%
|
October
|
$118,555.91
|
-1.98%
|
$116,208.50
|
16.21%
|
November
|
$116,208.50
|
1.97%
|
$118,497.81
|
18.50%
|
December
|
$118,497.81
|
-5.93%
|
$111,470.89
|
11.47%
|
Avanta Investment Management Limited Balanced Portfolios 2017 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
1.98%
|
$101,980.00
|
1.98%
|
February
|
$101,980.00
|
3.78%
|
$105,834.84
|
5.83%
|
March
|
$105,834.84
|
-0.03%
|
$105,803.09
|
5.80%
|
April
|
$105,803.09
|
1.12%
|
$106,988.09
|
6.99%
|
May
|
$106,988.09
|
1.39%
|
$108,475.22
|
8.48%
|
June
|
$108,475.22
|
0.71%
|
$109,245.40
|
9.25%
|
July
|
$109,245.40
|
2.11%
|
$111,550.47
|
11.55%
|
August
|
$111,550.47
|
0.39%
|
$111,985.52
|
11.99%
|
September
|
$111,985.52
|
2.12%
|
$114,359.61
|
14.36%
|
October
|
$114,359.61
|
2.39%
|
$117,092.81
|
17.09%
|
November
|
$117,092.81
|
3.19%
|
$120,828.07
|
20.83%
|
December
|
$120,828.07
|
1.19%
|
$122,265.92
|
22.27%
|
Avanta Investment Management Limited Balanced Portfolios 2016 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
-4.02%
|
$95,980.00
|
-4.02%
|
February
|
$95,980.00
|
0.61%
|
$96,565.48
|
-3.43%
|
March
|
$96,565.48
|
6.59%
|
$102,929.14
|
2.93%
|
April
|
$102,929.14
|
0.89%
|
$103,845.21
|
3.85%
|
May
|
$103,845.21
|
1.84%
|
$105,755.96
|
5.76%
|
June
|
$105,755.96
|
0.76%
|
$106,559.71
|
6.56%
|
July
|
$106,559.71
|
3.87%
|
$110,683.57
|
10.68%
|
August
|
$110,683.57
|
0.45%
|
$111,181.65
|
11.18%
|
September
|
$111,181.65
|
0.32%
|
$111,537.43
|
11.54%
|
October
|
$111,537.43
|
-1.21%
|
$110,187.82
|
10.19%
|
November
|
$110,187.82
|
3.81%
|
$114,385.98
|
14.39%
|
December
|
$114,385.98
|
2.09%
|
$116,776.65
|
16.78%
|
Avanta Investment Management Limited Balanced Portfolios 2015 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
-2.54%
|
$97,460.00
|
-2.54%
|
February
|
$97,460.00
|
5.69%
|
$103,005.47
|
3.01%
|
March
|
$103,005.47
|
-1.13%
|
$101,841.51
|
1.84%
|
April
|
$101,841.51
|
1.21%
|
$103,073.79
|
3.07%
|
May
|
$103,073.79
|
1.18%
|
$104,290.07
|
4.29%
|
June
|
$104,290.07
|
-1.29%
|
$102,944.72
|
2.94%
|
July
|
$102,944.72
|
2.29%
|
$105,302.16
|
5.30%
|
August
|
$105,302.16
|
-4.51%
|
$100,553.03
|
0.55%
|
September
|
$100,553.03
|
-1.21%
|
$99,336.34
|
-0.66%
|
October
|
$99,336.34
|
8.67%
|
$107,948.80
|
7.95%
|
November
|
$107,948.80
|
0.23%
|
$108,197.08
|
8.20%
|
December
|
$108,197.08
|
-1.91%
|
$106,130.52
|
6.13%
|
Avanta Investment Management Limited Balanced Portfolios 2014 (per $100,000 Managed Portfolio allocation)
Month
|
Start
|
% P/L
|
End
|
YTD Change
|
January
|
$100,000.00
|
-3.49%
|
$96,510.00
|
-3.49%
|
February
|
$96,510.00
|
4.57%
|
$100,920.51
|
0.92%
|
March
|
$100,920.51
|
1.21%
|
$102,141.65
|
2.14%
|
April
|
$102,141.65
|
0.98%
|
$103,142.63
|
3.14%
|
May
|
$103,142.63
|
2.67%
|
$105,896.54
|
5.90%
|
June
|
$105,896.54
|
2.43%
|
$108,469.83
|
8.47%
|
July
|
$108,469.83
|
-0.67%
|
$107,743.08
|
7.74%
|
August
|
$107,743.08
|
3.91%
|
$111,955.83
|
11.96%
|
September
|
$111,955.83
|
-1.21%
|
$110,601.17
|
10.60%
|
October
|
$110,601.17
|
2.56%
|
$113,432.56
|
13.43%
|
November
|
$113,432.56
|
2.47%
|
$116,234.34
|
16.23%
|
December
|
$116,234.34
|
0.12%
|
$116,373.82
|
16.37%
|