SWM ETF portfolio fact sheets, September 2020: outperforming in a down-market

The more equity-focused SWM ETF portfolios outperformed by 0.75%-1% during September 2020, a month where global equity markets declined. We reduced equity exposure in August, this has protected our investors in the recent correction. In addition, our sector focus on ESG/sustainable ETFs once again boosted performance in September. Our solar ETF TAN was up 14% in a month where global equities declined by over 3%. We also recently moved to overweight Japanese equities, Japan was the only major equity market to show a positive return in September.

Our ETF portfolios containing equities are now outperforming their benchmarks by between 6% and 10% year-to-date, continuing our multi-year trend of significant outperformance in all strategies and time horizons (details on p.2 of the fact sheets). Going into 2021, we see good upside for equities globally, however we have a strong focus on US equities, technology and ESG equities. The other major global equity markets do not look so attractive, with the exception of Japan. Our overall positioning on equities is now Neutral.

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