Our graphs are less red, point back up

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 US low volatility equity (7.1%), U.S. real state (5.1%), and US financial services equity (5.1%).

Producing the lowest returns (in dollar terms) were broad commodities (–11.7%), U.S. energy equity (–11.0%), and Germany equity (–7.9%).

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

  • LCN-ST +2.5% (benchmark: +1.7%)
  • LCN-MT +6.9% (benchmark: +5.5%)
  • LCN-LT +8.4% (benchmark: +6.1%)







[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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