How are our models portfolio doing?

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 European developed market (6.6%), emerging market equity (4.9%), and US convertible bonds (3.0%).

Producing the lowest returns (in dollar terms) were US real estate (‒5.4%), ExUS DM sovereign bonds (‒2.9%), and US Treasuries 3-7y (‒1.5%).

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

• LCN-ST -1.86% (benchmark -0.20%)
• LCN-MT +3.94% (benchmark +3.05%)
• LCN-LT +3.04% (benchmark +3.05%)

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

• LCN-ST +15.80% (benchmark +17.76%)
• LCN-MT +22.64% (benchmark +21.59%)
• LCN-LT +21.58% (benchmark +21.06%)

[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.