U.S. real estate and low volatility 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 U.S. real estate (15.8%), U.S. low volatility equity (10.3%), and U.S. mid cap value equity (7.1%).

Producing the lowest returns (in dollar terms) were U.S. energy equity (–10.2%), Mexico equity (–8.3%), and developed market short-term bonds (–8.0%).

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

• LCN-ST +0.9% (benchmark +0.8%)
• LCN-MT +7.7% (benchmark +6.3%)
• LCN-LT +7.6% (benchmark +5.6%)

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

• LCN-ST +10.2% (benchmark +10.0%)
• LCN-MT +17.5% (benchmark +16.0%)
• LCN-LT +17.5% (benchmark +15.3%)

[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.