GreenSky Wealth 40-85% Portfolio Performance: April 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.

April 2018:

Highlights

  • The markets regained a slightly steadier tone in April, and the VIX volatility index moved lower through the month
  • The portfolio showed a healthy gain of 3.08% on the month.*

Lowlights

  • The portfolio slightly underperformed its benchmarks.

Commentary

The threat of a trade war seems to have subsided somewhat and good reported earnings for many of the giant tech companies has supported the indexes. There were some strong moves in sterling against the USD as the resurfacing of Brexit uncertainties unsettle UK currency.

DOWNLOAD THE FULL REPORT: GREENSKY WEALTH 40-85% PORTFOLIO APRIL 2018 INFO SHEET

Portfolio Performance – April 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 April 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.

2018-05-09T11:23:45+00:00

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