Pacific developed market equity and U.S. real estate 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 Pacific developed market equity (4.3%), U.S. real estate (4.3%), and U.S. mid cap equity (3.7%).

Producing the lowest returns (in dollar terms) were Mexico equity (–9.0%), emergent market equity (–2.3%), and U.S. mortgages (–2.2%).

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

  • LCN-ST +0.4% (benchmark: –0.1%)
  • LCN-MT +7.9% (benchmark: +6.4%)
  • LCN-LT +8.3% (benchmark: +7.4%)

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

  • LCN-ST +13.0% (benchmark +12.4%)
  • LCN-MT +21.3% (benchmark +19.7%)
  • LCN-LT +21.8% (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

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