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Our Portfolios & Market Update December 2022

ETFs & Funds PortfoliosPerf 1M %Perf 3M %Perf YTD %Perf 1Y %
ETFs



PT ETF1G – GROWTH-4,42-1,74-13,40-13,38
PT ETF1I – INCOME-2,23-0,73-8,73-8,73
PT ETF1B – BALANCED-3,66-0,45-12,49-12,49
PT ETF1R – REDDITO-2,281,47-10,17-9,97
Portafoglio ETFs X4-3,57-1,93-12,91-12,88
Portfolio ETFs Inflation-Hedge-1,164,26-6,68-6,78
Portfolio ETFs Inflation-Hedge (USD) EUR-5,34-3,55-2,48-2,96
PT ETF UK Balanced-1,020,87-5,57-5,55
ETFs Strategic High Risk-5,89-0,85-9,11-8,79
FT Multi-Asset Flexible-4,101,08-5,73-5,82





Funds



PT 1AC – Action-1,852,79-14,23-14,29
PT 1CO – Conservativo-0,691,66-9,99-10,09
PT 1CR – Crescita-0,432,94-12,34-12,36
PT 1WM – World Market-2,752,89-15,81-15,80
PT 1AR – Abs Return-0,321,58-9,81-9,80
PT 1ARHR – Abs Ret High Risk-1,881,75-11,70-11,77
PT 1FQ – Fondi Quotati-2,154,21-11,72-11,78
BG Vita R4-2,641,43-16,72-16,75
Commentary
The last month of 2022 has seen a somewhat stable outlook across all asset classes. Stock indices have declined after a sharp rebound in November. Technology has been the weakest among all sectors, while real economy has slightly rebounded from the year’s lows. Commodities were down with energy prices particularly under pressure due to recession fears. Fixed income yields were also down due to expectation of less hawkish stance by central banks. With FED funds rates declining, Gold was up significantly in the last quarter. 
Global MarketPerf 1M %Perf 3M %Perf YTD %Perf 1Y %
Equities



S&P500-5,827,08-19,44-19,44
Nasdaq Comp-8,85-1,03-33,10-33,10
Euro Stoxx 50-4,7914,33-11,74-11,74
Dax-3,9114,93-12,35-12,35
Ftse 100-1,418,090,910,91
Ftse Mib-3,9614,81-13,31-13,31
Nikkei 225-7,550,61-9,37-9,37
Shangai Comp-2,412,14-15,13-15,13





Commodities


Gold0,969,45-0,74-0,74
WTI Crude Oil-1,044,2927,5527,55
Commodity Index-1,363,4425,9925,99





Bonds



US Gov Long Term-4,42-0,59-29,26-29,26
US Gov Short Term-0,030,73-3,81-3,81
US Corporate-1,663,63-15,76-15,76
EU Gov Long Term-11,15-3,97-32,28-32,28
EU Gov Short Term-1,10-0,76-4,82-4,82
EU Corporate-2,551,09-13,65-13,65





Currencies



EUR-USD1,879,21-5,85-5,85
GBP-USD-1,448,17-10,71-10,71
EUR-GBP3,300,895,235,23
EUR-CHF0,392,29-4,62-4,62
BTC-USD-2,33-15,93-64,75-64,75

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Past performance is not a guide to future returns. The value of investments and any income from them is not guaranteed and may fall as well as rise and the investor may not get back the original amount invested.

Aleph Finance is a trading name of Pairstech Capital Management LLP.
Pairstech Capital Management LLP is authorized and regulated by the FCA – Financial Conduct Authority – with registration number 477155.
Pairstech Capital Management LLP is authorized as third country firm without a branch by CONSOB with registration number 54.
Registered Company number OC333807.

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Past performance is not a guide to future returns. The value of investments and any income from them is not guaranteed and may fall as well as rise and the investor may not get back the original amount invested.

Aleph Finance is a trading name of Pairstech Capital Management LLP.
Pairstech Capital Management LLP is authorized and regulated by the FCA – Financial Conduct Authority – with registration number 477155.
Pairstech Capital Management LLP is authorized as third country firm without a branch by CONSOB with registration number 54.
Registered Company number OC333807.

For further information, please read our Legal Documents.