How are we doing against our benchmarks?

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 (7.9%), Germany equity (5.9%), and U.S. mid cap equity (4.7%).

Producing the lowest returns (in dollar terms) were Mexico equity (–10.6%), U.S. mortgages (–1.3%), and emerging market sovereign USD bonds (–0.5%).

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

• LCN-ST +0.4% (benchmark: +0.8%)
• LCN-MT +8.1% (benchmark: +6.2%)
• LCN-LT +8.3% (benchmark: +7.0%)

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

• LCN-ST +13.0% (benchmark +13.5%)
• LCN-MT +22.1% (benchmark +20.0%)
• LCN-LT +22.4% (benchmark +20.9%)

[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.