SRI 36% Portfolio Performance
Portfolio Strategy: Very Aggressive
This portfolio is considered very aggressive. At this risk level, you’re looking for a portfolio that maximises growth, with a heavy skew towards equities. The potential for greater returns here comes with a higher level of volatility.
At an SRI level of 36%, there’s a 99% chance that this portfolio will not lose more than 36% of its value in any given year.
Historical performance details
Commentary for H1
The first half of 2024 continued to see divergence among global asset classes. Equity markets were lifted by mega-cap technology companies, while fixed income markets were weighed down by sticky inflation and expectations of US rates staying higher for longer.
Equities continued to see further gains in the latter part of H1 as concerns over stronger-than-expected economic data and the prospect of stickier inflation subsided. Mega-cap US technology companies in particular remained a key driver behind the rally. Beyond the US, ERAA®'s overweight positioning to India following our re-optimisation in late April contributed to our portfolios’ relative gains.
ERAA®'s overweight allocations to gold supported our portfolios’ performance in H1. This was driven by a combination of factors, including demand due to geopolitical tensions and global central banks’ purchases. Looking ahead, we see both cyclical and structural opportunities in gold.
Portfolio asset allocation
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