GreenSky Wealth 20-60% Portfolio Performance: October 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.

October 2018:

Highlights

  • None to report

Lowlights

  • It was a pretty horrendous month in the markets, with strong corrections in global equalities.
  • The portfolio showed 4.15% loss, underperforming its benchmarks*

Commentary

The difficult month in the market has been attributed to the trend towards higher interest rates, global trade tensions, and fears of a hard Brexit. Others point to some large hedge funds closing out positions on big tech.

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

Portfolio Performance – October 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 October 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.

2018-11-07T15:48:09+00:00

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