U.S. low volatility, financial services, and large cap equity lead the pack

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 (5.9%), U.S. financial services equity (3.7%), and U.S. large cap equity (3.6%).

Producing the lowest returns (in dollar terms) were broad commodities (–13.6%), U.S. energy equity (–10.5%), and Mexico equity (–7.4%).

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

• LCN-ST +2.9% (benchmark: +1.7%)
• LCN-MT +8.9% (benchmark: +6.0%)
• LCN-LT +9.0% (benchmark: +6.8%)

[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.