Pacific developed market equity and U.S. telecom 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 Pacific developed market equity (7.0%), U.S. telecomm equity (5.2%), and U.S. materials equity (4.4%).

Producing the lowest returns (in dollar terms) were U.S. mortgages (–1.9%), U.S inflation-protected bonds (–0.7%), and U.S. short-term munis (0.0%).

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

  • LCN-ST  –0.1% (benchmark: –0.1%)
  • LCN-MT +6.5% (benchmark: +5.3%)
  • LCN-LT +6.5% (benchmark: +4.7%)

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

  • LCN-ST +16.2% (benchmark +16.1%)
  • LCN-MT +23.7% (benchmark +22.3%)
  • LCN-LT +23.8% (benchmark +21.7%)






[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

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