U.S. real estate, low volatility equity and US Treasuries 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 (10.5%), U.S. low volatility equity (6.3%), and U.S. treasuries  (4.7%).

Producing the lowest returns (in dollar terms) were U.S. energy equity (–21.8%), Mexico equity (–20.4%), and EM equity (–11.3%).

Over the past 12 months, our mid-term model portfolio has outperformed its benchmark:

• LCN-ST +1.0% (benchmark: +1.7%)
• LCN-MT +7.6% (benchmark: +6.2%)
• LCN-LT +6.9% (benchmark: +7.2%)

[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.