US energy, Mexico and EM equity are winners

Genevieve Signoret

Our Performance

In the past three months, the asset classes in our model portfolios[1] that delivered the highest U.S. dollar returns were US energy equity (+6.3%), Mexico equity (+5.0%),  and emerging market equity (+4.3%).

Producing the lowest returns (in dollar terms) were broad commodities (–9.0%), Germany equity (–7.1%), and European developed market equity (–4.9%).

Over the past 12 months, all our model portfolios have outperformed their benchmarks:

• LCN-ST +5.4% (benchmark: +2.0%)
• LCN-MT +12.4% (benchmark: +9.6%)
• LCN-LT +14.4% (benchmark: +11.7%)

 

 

 

 

 
[1] Read descriptions of these portfolios here. Clients receive details on their composition in addition to individualized strategies and portfolio management services. To request more information, please write to patrimonial@transeconomics.com.