U.S. real estate and Germany equity are winners again

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 (9.0%), Germany equity (6.0%), and U.S. mid cap equity (3.8%).

Producing the lowest returns (in dollar terms) were Mexico equity (–13.4%), U.S. energy equity (–8.3%), and MLPs (–7.2%).

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

• LCN-ST +0.6% (benchmark: +0.8%)
• LCN-MT +8.1% (benchmark: +6.2%)
• LCN-LT +7.9% (benchmark: +6.7%)

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

• LCN-ST +13.8% (benchmark +14.0%)
• LCN-MT +22.3% (benchmark +20.1%)
• LCN-LT +22.1% (benchmark +20.7%)

[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.