Category: Portfolio Performance

Model portfolios: Robust equity markets in December and the Vanguard FTSE Social Index Fund Investor Shares outperformance lifted the results achieved by the aggressive and

Model portfolios: Strong U.S equity market in November boost sustainable model portfolios to rise above their conventional benchmarks and achieve new highs The Aggressive Sustainable

Model portfolios: Sustainable model portfolios exceeded or matched the performance of their conventional benchmarks in October The aggressive and moderate sustainable model portfolios both outperformed

Model portfolios: Two of three sustainable model portfolios were eclipsed by their conventional benchmarks In a month when the performance of equities and bonds reversed

Model portfolios: Reversing course in August, the performance of each of the three sustainable portfolios were eclipsed by conventional benchmarks A volatile August driven by

Model portfolios: All three sustainable portfolios outpaced their conventional benchmarks in July by 1 bps to 17 bps As markets across the globe took a

Model portfolios: All three sustainable portfolios post strong performance results but two of three lag their conventional benchmarks in June with returns ranging from 2.36%

ESG Model portfolios:  Each of the three portfolios lagged behind their conventional benchmarks in May with returns ranging from -0.06% to -5.80% During a challenging