Can I see the performance of the individual investments within my portfolio?

Yes. InvestNow’s ‘Performance by Asset’ feature allows you to drill down beyond your overall portfolio performance and view performance at the individual investment level – once logged in, go to the Performance page.

You can view performance by individual assets or investments, or by broader asset classifications such as International Shares, Australasian Shares, Property and Fixed Interest. This can help you better understand which parts of your portfolio have contributed most to your overall performance.

At present, ‘Performance by Asset’ is only available using the ‘My Returns’ or Extended Internal Rate of Return (XIRR) calculation methodology. Support for an ‘Investment Returns’ or Time Weighted Return (TWR) calculation methodology at the individual asset or asset classification level is expected to become available in the coming months.

See these additional FAQs:

• How is performance calculated?
• Should I use ‘My Returns’ or ‘Investment Returns’?