Greensky Wealth 40-85% Portfolio Performance: August 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.

August 2018:

Highlights

  • August, usually a quiet month, has seen some big gains centred on the US markets with the S&P 500, Nasdaq and Russell 2000 all hitting fresh all time highs in August.
  • Good Corporate earnings and guidance have underpinned the market. A trade deal with Mexico and the prospect of a deal with Canada have made August a very good month.
  • The Portfolio had a good month showing a gain of 0.98%, outperforming its benchmark.*

Lowlights

  • Trade Tensions with China are still a concern as are the Brexit negotiations.

Commentary

Jerome Powell came under renewed fire from President Trump regarding the likelihood of further modest rate increases, but the market reacted positively to Powell asserting his independence in a speech made from Jackson Hole.

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

Portfolio Performance – August 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 August 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.

2018-09-05T09:03:38+00:00

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