BHFWorld Portfolio Performance: February 2019

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.

February 2019:

Highlights

  • The rally that started at the beginning of the year continued through February and now many equity markets have had their strongest start to the year in a couple of decades.
  • The Portfolio saw a 2.49% increase in the month.

Lowlights

  • Growth in Europe is worryingly weak with Italy in recession and Germany slowing, it remains to be seen if the ECB starts to recognise this by making policy changes.
  • The portfolio showed a fractional underperformance of the 100 share index.

Commentary

The Brexit saga limps along and continues to subdue the UK markets. However, on a positive note there are encouraging noises coming from the US and China on progress in their trade talks.

DOWNLOAD THE FULL REPORT: BHFWORLD PORTFOLIO FEBRUARY 2019 INFO SHEET

Portfolio Performance – February 2019

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.

BHFWorld February 19

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.

BHFWorld

*Source: Financial Express (using bid to bid market value, total return as at 28 February 2019). 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.

2019-03-07T14:58:49+00:00

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