U.S. real estate was our top performing asset class at +14.2 percent

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 (14.2%), U.S. low volatility equity (10.0%), and U.S. financial services equity (8.9%).

Producing the lowest returns (in dollar terms) were Mexico equity (–11.4%), U.S. energy equity (–11.3%), and U.S. energy MLPs (–6.2%).

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

  • LCN-ST +1.1% (benchmark +1.3%)
  • LCN-MT +7.0% (benchmark +5.0%)
  • LCN-LT +6.3% (benchmark +5.2%)

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

  • LCN-ST +14.3% (benchmark +14.6%)
  • LCN-MT +21.0% (benchmark +18.8%)
  • LCN-LT +20.2% (benchmark +19.0%)






[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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