GreenSky Wealth 20-60% Portfolio Performance: March 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.

March 2019:

Highlights

  • The Portfolio outperformed its benchmark on the month showing a gain of 1.98%.*

Lowlights

  • None to report.

Commentary

The markets enjoyed another month of positive returns, partly helped by the Federal Reserve striking a dovish tone. There are positive comments coming from officials concerning US/China trade talks, which helped support the market.

DOWNLOAD THE FULL REPORT: GREENSKY WEALTH 20-60% PORTFOLIO MARCH 2019 INFO SHEET

Portfolio Performance – March 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.

20-60% March 2019

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.

20-60% March 2019

 

*Source: Financial Express (using bid to bid market value, total return as at 29th March 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.

2019-04-08T08:10:52+00:00

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