U.S. low volatility equity, financial services equity, and U.S. real estate lead the pack

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 low volatility equity (9.9%), US financial services equity (8.6%), and U.S. real state (7.1%).

Producing the lowest returns (in dollar terms) were broad commodities (–13.9%), U.S. energy equity (–8.6%), and developed market short-term sovereign bonds (–7.4%).

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

• LCN-ST +2.8% (benchmark: +1.7%)
• LCN-MT +9.3% (benchmark: +6.2%)
• LCN-LT +10.1% (benchmark: +7.3%)

[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.