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 (4.7%), U.S. real estate (4.0%), and U.S. telecomm equity (4.0%).

Producing the lowest returns (in dollar terms) were Mexico equity (–5.5%), U.S mortgages (–1.9%), and emergent market equity (–1.3%).

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

  • LCN-ST -0.1% (benchmark: –0.1%)
  • LCN-MT +6.6% (benchmark: +5.5%)
  • LCN-LT +6.8% (benchmark: +5.9%)

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

  • LCN-ST +14.7% (benchmark +14.7%)
  • LCN-MT +22.4% (benchmark +21.0%)
  • LCN-LT +22.6% (benchmark +21.5%)






[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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