GreenSky Wealth 40-85% Portfolio Performance: September 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.

September 2018:

Highlights

  • Trump’s trade agreement with Canada and Mexico has been well received by the markets.

Lowlights

  • Brexit is still as unclear as ever and continues to cause volatility in sterling and UK markets
  • Trump’s trade war with China is still a major consideration for many and hangs over the market
  • The portfolio underperformed its benchmarks showing a loss of 0.48% for the month.*

Commentary

Once again President Trump has dominated the financial and political news flow over the past month. He seems to be taking issue with Fed interest rate increases which, if anything, means that the Federal Reserve, keen to emphasise its independence, will carry on raising rates at its own pace.

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

Portfolio Performance – September 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 September 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.

2018-10-10T12:50:05+00:00

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