U.S. real estate, investment grade corp bonds and low-volatility 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. real state (1.7%), and US medium-term investment grade corporate credit (1.6%) and US low volatility equity (1.2%).

Producing the lowest returns (in dollar terms) were U.S. energy equity (–14.5%), Germany equity (–13.2%), and broad commodities (–12.9%).

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

  • LCN-ST +2.1% (benchmark: +1.7%)
  • LCN-MT +5.5% (benchmark: +4.6%)
  • LCN-LT +6.6% (benchmark: +4.7%)






[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.

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