GreenSky Wealth 0-35% 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 Model Portfolios.

What are the Model Portfolios?

GreenSky Wealth Model Portfolios are diversified investment portfolios designed to provide long term returns. They maintain a global investment outlook over multiple asset classes in order to provide long term growth in capital and income, and are risk weighted according to client requirements. 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 outperformed its benchmark on the month showing a gain of 1.17%.*

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.

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: GREENSKY WEALTH 0-35% 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.

GreenSky Wealth 0-35% Feb19

 

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.

GreenSky Wealth 0-35% Feb19

 

*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.

2019-03-07T15:32:09+00:00

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