U.S. low volatility, real estate, and financial services lead the pack (again)

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 (7.6%), real estate (6.0%), and U.S. financial services equity (4.8%).

Producing the lowest returns (in dollar terms) were broad commodities (–18.0%), U.S. energy equity (–16.2%), and Mexico equity (–14.4%).

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

• LCN-ST +2.5% (benchmark: +1.7%)
• LCN-MT +10.0% (benchmark: +7.4%)
• LCN-LT +10.0% (benchmark: +8.5%)

[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.