Pacific stocks +8.5% in three months

Genevieve Signoret

Our Performance

(Data corrected 21 May 2015)

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 (8.5%), emerging market equity (7.2%) and US telecommunication services equity (6.3%).

Producing the lowest returns (in dollar terms) were US real estate (‒9.6%), US Treasuries 3-7y (‒1.4%), and US short-term munis (‒0.5%).

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

  • LCN-ST -0.68% (benchmark: -0.07%)
  • LCN-MT +5.72% (benchmark: +5.5%)
  • LCN-LT +6.01% (benchmark: +6.7%)

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

  • LCN-ST +16.6% (benchmark +17.3%)
  • LCN-MT +24.1% (benchmark +23.9%)
  • LCN-LT +24.4% (benchmark +25.3%)






[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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