BHFWorld Portfolio Performance: January 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.

January 2019:

Highlights

  • January set a more positive tone after the correction we saw at the end of last year.
  • The portfolio outperformed benchmarks on the month showing a gain of 4.57%.

Lowlights

  • None to report.

Commentary

Markets are still preoccupied with the enduring themes of trade wars, Brexit and interest rates in the US, and consequently received a boost when the Fed Chair Powell repeatedly said the Fed would be patient on further rate increases. Markets now factor in two rather than three rate increases this year.

DOWNLOAD THE FULL REPORT: BHFWORLD PORTFOLIO January 2019 INFO SHEET

Portfolio Performance – January 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.

Jan19_BHF_month

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.

Jan19_BHF_main

*Source: Financial Express (using bid to bid market value, total return as at 31 January 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.

2019-02-05T12:01:47+00:00

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