There probably wasn’t any bigger news that made the world headlines in January 2020 apart from the coronavirus outbreak in China. Any virus outbreak undoubtedly is a great cause for concern.
All MYTHEO functional portfolios delivered substantial gains in 2019. Growth portfolio led by a gain of 20.24%, Income Portfolio added 9.64% and Inflation Hedge portfolio advanced by 18.01%.
The currency movement had a significant impact on the functional portfolios’ performance in December 2019. Weaker USD led to a better performance of the Non-US assets and commodity-related asset classes.
It’s that time again for MYTHEO’s monthly insights. The returns since inception were positive across all functional portfolios despite ups and downs in the month-to-month performances. Let’s see how each portfolio has performed.
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