German and Pacific developed market equity outperform

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 Germany equity (8.4%), Pacific developed market equity (8.2%) and European developed market equity (4.1%).

Producing the lowest returns (in dollar terms) were Mexico equity (–2.0%), U.S financial services equity (–1.4%), and US treasuries 1–12m  (0.2%).

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

  • LCN-ST +0.6% (benchmark: -0.1%)
  • LCN-MT +8.3% (benchmark: +6.3%)
  • LCN-LT +7.6% (benchmark: +6.1%)

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

  • LCN-ST +17.6% (benchmark +16.8%)
  • LCN-MT +26.6% (benchmark +24.2%)
  • LCN-LT +25.7% (benchmark +24.0%)





[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

Comentarios: Deje su comentario.