U.S. real estate still the best performing asset class

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. real estate (17.7%), U.S. low volatility equity (11.4%), and U.S. mid cap value equity (8.4%).

Producing the lowest returns (in dollar terms) were U.S. energy equity (–11.3%), Mexico equity (–10.9%), and MLPs (–8.3%).

Over the past 12 months, two of our model portfolios have outperformed its benchmarks:

• LCN-ST +0.8% (benchmark +1.3%)
• LCN-MT +5.4% (benchmark +5.1%)
• LCN-LT +4.9% (benchmark +4.0%)

In peso terms, our 12-month performance was as follows:

• LCN-ST +11.3% (benchmark +11.9%)
• LCN-MT +16.4% (benchmark +16.0%)
• LCN-LT +15.9% (benchmark +14.3%)

[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.