SWM ETF portfolio fact sheets, April 2020: further outperformance for our ESG portfolios

In a historically strong month for equity markets, SWM’s ESG-focused multi-asset ETF portfolios outperformed their benchmarks by around 1% in March, with equity and fixed-income ETF portfolios performing in-line. Our ETF portfolios are outperforming between 1% and 5% year-to-date, and are building on the significant long-term outperformance we have demonstrated for every strategy over the last 11 years. We believe that ESG investing will boom post-Covid and will publish a research piece on this topic next week. Our technical and network analytics signals indicate that a firm floor has been formed in equity markets, with market breadth and overall demand increasing strongly in the latter part of April (for example, small cap participation in the rally began in earnest). The market will reflect declining infection rates and economic recovery well ahead of the popular press and social media. We continue to recommend a high weighting in equities, and expect further strong gains in the months ahead.

Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for April 2020.