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Stockspot builds and manages your sharemarket portfolio for you, so you can get on with enjoying life and not having to worry about picking stocks.

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Our investment portfolio returns

Amethyst

Conservative

6.1%

p.a

Sapphire

Moderately conservative

7.3%

p.a

Turquoise

Balanced

8.3%

p.a

Emerald

Growth

9.6%

p.a

Topaz

Aggressive growth

10.6%

p.a

Amethyst

Conservative

6.1%

p.a

Sapphire

Moderately conservative

7.3%

p.a

Turquoise

Balanced

8.3%

p.a

Emerald

Growth

9.6%

p.a

Topaz

Aggressive growth

10.6%

p.a

Amethyst

Conservative

6.1%

p.a

Sapphire

Moderately conservative

7.3%

p.a

Turquoise

Balanced

8.3%

p.a

Emerald

Growth

9.6%

p.a

Topaz

Aggressive growth

10.6%

p.a

Amethyst

Conservative

6.1%

p.a

Sapphire

Moderately conservative

7.3%

p.a

Turquoise

Balanced

8.3%

p.a

Emerald

Growth

9.6%

p.a

Topaz

Aggressive growth

10.6%

p.a

Amethyst

Conservative

6.1%

p.a

Sapphire

Moderately conservative

7.3%

p.a

Turquoise

Balanced

8.3%

p.a

Emerald

Growth

9.6%

p.a

Topaz

Aggressive growth

10.6%

p.a

Returns are after-fees as at 30 April 2025. See our full performance disclaimer

Outperformed 99% of similar funds over 10 years

Stockspot, https://morningstar.com.au comparison group of 331 surviving investment funds and their after-fee returns over the 10 years from 1 January 2015 up to 31 December 2024. Comparison is based on the after-fee returns of a Silver tier investment in either Stockspot Amethyst, Turquoise or Topaz portfolios (our most popular portfolio in each risk category) on the basis that they have similar exposure to growth assets to the moderate, balanced and growth multi-sector investment funds that have been compared. Past performance is no indication of future performance.

historical performance
benchmark
START WITH:

PORTFOLIO

Balanced

(turquoise)

Growth

(emerald)

High growth

(topaz)

Conservative

(amethyst)

Moderately conservative

(sapphire)

PERIOD

Since inception

10 years

5 years

3 years

1 year

TOTAL RETURN

51.7%

ANNUALISED RETURN

2.8%p.a
Created with Highcharts 10.2.1
$50,000
$120,549
2013
2025

Performance is after-fees as at 30 April 2025. Returns are after ETFs fees and after Stockspot fees based on the Silver tier. We use the compound time weighted return methodology including the reinvestment of distributions but excluding individual tax. The Stockspot portfolios have been published since July 2013 and open for investment since May 2014. Investing in financial products involves risk. Past performance of financial products is no guarantee of future performance.

Performance is after-fees as at 30 April 2025. Returns are after ETFs fees and after Stockspot fees based on the Silver tier. We use the compound time weighted return methodology including the reinvestment of distributions but excluding individual tax. The Stockspot portfolios have been published since July 2013 and open for investment since May 2014. Investing in financial products involves risk. Past performance of financial products is no guarantee of future performance.

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