SWM ETF portfolio fact sheets, February 2021: absolute gains, fixed-income weakness

SWM’s ETF portfolios with ESG focus mirrored major asset class moves in February 2021: equities showed positive moves, however fixed-income was sharply negative on inflation concerns linked to the global post-Covid recovery. All our strategies apart from fixed-income showed a positive performance overall in February, however. Of note was the stellar performance of commodities in Feb 2021, up over 10% and up almost 14% year-to-date, making commodities the strongest-performing asset class also on global recovery expectations.

This led to some underperformance of our growth ETF portfolio for the month, due to the 10% weighting in commodities in the benchmark. In line with our ESG / sustainable approach, we have not held any oil-related commodity ETFs since 2018. Overall we are showing outperformance in our equity ETF portfolio and conservative ETF portfolio year-to-date, the other strategies are performing in-line. We continue to show significant outperformance in every strategy and for every time horizon (since inception, 5-year, 3-year and 1-year).

Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for February 2021.