Strategy
Value
US

US Value Performance Update

2 Dec 2019
By
This is a monthly update of our US Value Strategy. All performance information is taken from a live model account that follows all advice as per the strategy but doesn't include brokerage. As this is a US strategy, returns are based on US dollar returns and do not assume any hedging of the currency. Those who hedge out currency exposure will need to account for that separately.

Last Updated : 02 December 2019

Rolling Returns

One MonthTwelve MonthsSince Inception (p.a.)
US Value Strategy4.70%16.95%9.93%
S&P 500 Index3.63%16.12%11.36%

Annual Returns

20182019 YTD
US Value Strategy-10.85%27.70%
S&P 500 Index-10.80%26.89%

Monthly Returns

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2018-4.02%4.44%1.53%-1.64%-4.82%3.13%-9.27%-10.85%
201915.84%2.70%0.13%0.72%-12.72%4.92%2.02%-4.85%6.10%8.78%4.70%
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