BHFWorld Portfolio Performance: November 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.

November 2018:

Highlights

  • Emerging markets performed well and our standout holding on the month was the Fundsmith Emerging Equity Trust which showed a gain of nearly 9%.
  • The portfolio enjoyed a 1.55% increase, outperforming its benchmarks*

Lowlights

  • The volatility seen in October continued into November, with trade tensions, interest rates, Brexit and the Italian budget featuring high on market influences. A plunging Oil price also added to concerns.

Commentary

Fed Chair Powell’s comments that US interest rates are only just below neutral encouraged a late month rally.

DOWNLOAD THE FULL REPORT: BHFWORLD PORTFOLIO NOVEMBER 2018 INFO SHEET

Portfolio Performance – November 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 30 November 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.

2018-12-05T11:20:23+00:00

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