Late year rally limits 2022 losses
31 January 2023
Turbulent global forces affected investment performance last year, until some calm returned in October. Ed Tomlinson explains.
Investment returns improved in the last quarter of 2022, ending a year of mostly poor performance on a high note.
All smartMonday investment options recorded gains from October to December last year, with stand-out results in Australian shares and property.
But the late-year rally wasn’t strong enough to flip 2022 returns positive, with the year ending in negative results across all investment markets (excluding cash).
Our performance results are in the table below, with comparison to the median return of similar options in other funds. You can see the performance of all our options here.