Anchor Pacific’s June 2019 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.

To download the complete Monthly Investment Scorecard, please click on the link below:
Summary of Returns
Month-over-Month
Positive returns for all 16 asset classes
Top 3
US Small Cap +6.98% | US Large Cap +6.96% | EAFE +5.86%
Bottom 3
US Inflation Protected Bonds +0.75% | Canadian Bonds +0.92% | US L-T Treasury Bonds +0.95%
Canadian Markets
Equities | +2.40% Bonds +0.92% | CAD +3.31%
Past 3 Months
Positive returns for 14 of 16 asset classes
Top 3
US L-T Treasury Bonds +5.71% | US Large Cap +4.23% | EAFE +3.19%
Bottom 3
Commodities -1.88% | Emerging Markets (C$) -1.44% | Emerging Markets (US$) +0.76%
Canadian Markets
Equities +2.52% | Bonds +2.66% | CAD +2.18%
Past 12 Months
Positive returns for 14 of 16 asset classes
Top 3
US L-T Treasury Bonds +12.07% | US Large Cap +10.14% | US High Yield +8.37%
Bottom 3
Commodities -12.62% | US Small Cap -3.54% | EAFE +0.14%
Canadian Markets
Equities +3.92% | Bonds +7.28% | CAD +1.04%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 2.00% (14 bp lower)
30 year Government 2.52% (6 bp lower)
Yield Curve (2-30) 77 bp (steeper by 14 bp)
High Yield spread 470bp (wider by 11 bp)
Volatility (VIX): 15.08 (-19% M-O-M, +36% from 3 months ago)
Oil: $58.47 (+9% M-O-M, -11% from 3 months ago)
Gold :$1,413 (+9% M-O-M, flat from 3 months ago)
USD / Euro: € 0.88 (Euro stronger by 2.0% M-O-M, weaker by 0.7% from 3 months ago)
USD / Yen: ¥ 107.84 (Yen stronger by 0.8% M-O-M, stronger by 1.8% from 3 months ago)
Download the complete Monthly Investment Scorecard here:
Anchor Pacific Investment Management Corp. (“Anchor Pacific”) is a Vancouver, BC based portfolio management firm, which leverages process, technology, and infrastructure to democratize the process of managing endowment and pension style investment portfolios and deliver innovative, high-touch, and transparent investment programs across the full spectrum of asset owners and investment consumers.
To learn more about how Anchor Pacific can help you shelter, protect, and grow your money, contact us at 604-336-9080 or info@anchorpacificgroup.com
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