GreenSky Wealth 40-85% Portfolio Performance: June 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.

June 2018:

Highlights

  • The portfolio showed a 0.34% gain for the month, outperforming its benchmark.*
  • Despite volatility and news flow, both equities and bonds finished the month broadly unchanged.

Lowlights

  • None to report.

Commentary

There was a lot to take in through the month with the Trump/Jong-un talks, the escalation of a tariff war, the continued volatility of equity markets, and the political worries in the UK surrounding Brexit, and in Europe surrounding the immigration issue causing problems for Angela Merkel. Despite this both equities and bonds finished the month broadly unchanged. The Federal Reserve raised US interest rates and USD continues to gradually strengthen.

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

Portfolio Performance – June 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 June 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.

2018-07-04T15:18:13+00:00

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