June 2019 Scorecard

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.


June 2019 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

June 2019 Investment Scorecard


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:

2019.06 Investment Scorecard
.pdf
Download PDF • 304KB

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

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Anchor Pacific Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Anchor Pacific Investments and covered by the CIPF. Financial planning and insurance services are provided through Anchor Pacific Wealth Management. Anchor Pacific Wealth Management is an independent company separate and distinct from ACPI/ Anchor Pacific Investments.

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