BHFWorld Portfolio Performance: December 2018

Our business is based on the fundamental belief that honesty is the best policy. That’s why we share regular updates about the performance of our key portfolios. This is a short performance summary for our clients who invest in the BHFWorld Portfolio.

What is the BHFWorld Portfolio?

BHFWorld Portfolio is a diversified investment portfolio designed to provide long term returns. It maintains a global investment outlook over multiple asset classes in order to provide long term growth in capital and income. The aim is to achieve superior absolute returns through the application of traditional, fundamental and value, investment principles.

December 2018:

Highlights

  • The portfolio outperformed the FTSE 100 index on the year, and this is the sixth consecutive year that it has done so.

Lowlights

  • December proved to be another volatile month for markets, with strong losses seen across the board in equities.
  • The portfolio underperformed benchmarks* on the month showing a loss of 6%, and a loss on the year of 6.23%.

Commentary

The ‘risk off’ attitude prevailing at the moment has its origins in familiar market issues, such as trade tensions, interest rate worries, Brexit, low growth rates in Europe, and a weak oil price. Government bonds continued to rally as a consequence.
The Fed increased US interest rates by 25 bps as expected.

DOWNLOAD THE FULL REPORT: BHFWORLD PORTFOLIO DECEMBER 2018 INFO SHEET

Portfolio Performance – December 2018

Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the full amount of their original investment.

Portfolio Performance – Since Inception 5th December 2012.

Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the full amount of their original investment.

*Source: Financial Express (using bid to bid market value, total return as at 31 December 2018). Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the full amount of their original investment.

2019-01-04T14:38:04+00:00

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