U.S. real estate and Germany 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 (12.5%), Germany equity (7.9%), and U.S. low volatility equity (5.4%).

Producing the lowest returns (in dollar terms) were Mexico equity (–12.1%), U.S. energy equity (–7.6%), and developed market short-term bonds (–4.9%).

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

• LCN-ST +1.8% (benchmark +0.8%)
• LCN-MT +10.2% (benchmark +8.0%)
• LCN-LT +10.9% (benchmark +8.3%)

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

• LCN-ST +13.4% (benchmark +12.2%)
• LCN-MT +22.8% (benchmark +20.3%)
• LCN-LT +23.6% (benchmark +20.6%)

[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.