Mexico leads 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 Mexico equity (+5.2%), US energy Master Limited Partnerships (+4.6%),  and financial services equity (+3.4%).

Producing the lowest returns (in dollar terms) were broad commodities (–11.6%), Germany equity (–7.4%), and US energy equity (–5.4%).

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

• LCN-ST +3.6% (benchmark: +2.0%)
• LCN-MT +9.5% (benchmark: +7.5%)
• LCN-LT +10.7% (benchmark: +9.3%)

[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.