GreenSky Wealth 40-85% Portfolio Performance: February 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.

February 2018:

Highlights

  • We continue to remain invested and positive on equity markets in the medium to longer term.

Lowlights

  • World equity markets experienced significant volatility throughout the month
  • Overall, the portfolio showed a loss for the month of -1.74%.*

Commentary

World equity markets endured some of the most violent short term moves we have seen in February. Most major indices saw falls from the all-time highs set in January of 10%+. With market volatility indicators jumping from below 10% to above 80% at the height of the moves. The markets seem to be struggling to digest how higher interest rates and the unwinding of quantitative easing will affect equity markets. Fears of inflation and hence higher rates continue to spook equity markets. The end of Chair Yellen’s term and the fear of Chair Powell changing policy also unnerved the equity and bond markets.

We continue to remain invested and positive on equity markets in the medium to longer term but can see further short term volatility in both directions as markets continue to react to new data.

We believe better earnings and results are supportive of the markets and believe interest rates will rise modestly this year.

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

Portfolio Performance – February 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 28 February 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.

2018-03-12T14:07:31+00:00

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