GreenSky Wealth 40-85% Portfolio Performance: December 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.

December 2018:

Highlights

  • None to report.

Lowlights

  • December proved to be another volatile month for markets, with strong losses seen across the board in equities.
  • The portfolio underperformed its benchmark* on the month showing a loss of 4.72%.

Commentary

The ‘risk off’ attitude prevailing at the moment has its origins in familiar market issues, such as trade tensions, interest rate worries, Brexit, low growth rates in Europe, and a weak oil price. Government bonds continued to rally as a consequence.
The Fed increased US interest rates by 25 bps as expected.

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

Portfolio Performance – December 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 December 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.

2019-01-04T13:48:47+00:00

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