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.
- Rising oil prices and USD strength seemed to support markets
- The portfolio showed a gain of 1.02% for the month, moderately outperforming benchmarks.*
- Weakness from China markets partly countered other positive gains
What this means
May ended with moderate gains in equity markets after a selloff through the first half of the month. The FOMC rate decision in mid June is keenly awaited and the markets are increasingly becoming dominated by the UK referendum on membership of the EU, which has the potential to cause some major disruption and market volatility.
Download the full report: BHFWorld Portfolio May 2016 Info Sheet
*Source: Financial Express (using bid to bid market value, total return as at 31 May 2016). 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.