GreenSky Wealth 20-60% Portfolio Performance: March 2018

GreenSky Wealth 20-60% Portfolio Performance: March 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 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.

March 2018:

Highlights

  • Whilst February’s volatile markets have continued into March (and no sign of that changing soon), this can be considered a return to normality as the calm markets of 2017 were something of an exception to the rule.

Lowlights

  • The portfolio showed a 2.23% loss this month, underperforming its benchmark.

Commentary

There were three main culprits for the correction and volatility seen in March.

  • Firstly, the threat of an escalation of the imposition of tariffs by the US into a more serious trade war.
  • Secondly, Federal Reserve tightening in March which was expected in itself, but the perception that future increases will be more aggressive than currently factored into markets.
  • And lastly the tech wobble caused mainly through the Facebook/Cambridge Analytica misuse of data scandal, but also compounded by regulators and Trump repeatedly agitating for the tech giants to pay more tax.

DOWNLOAD THE FULL REPORT: GREENSKY WEALTH 20-60% PORTFOLIO FEBRUARY 2018 INFO SHEET

Portfolio Performance – March 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 31 March 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.

2018-04-09T08:22:14+00:00

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