U.S. low volatility, real estate, and financial services 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 U.S. low volatility equity (7.0%), real estate (5.6%), and U.S. financial services equity (4.5%).

Producing the lowest returns (in dollar terms) were broad commodities (–14.3%), U.S. energy equity (–13.2%), and Mexico equity (–7.1%).

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

• LCN-ST +3.0% (benchmark: +1.7%)
• LCN-MT +9.5% (benchmark: +6.7%)
• LCN-LT +9.7% (benchmark: +7.6%)

[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.