Wealth Management

Our Portfolios & Market Update July 2021

ETFs & Funds Portfolios	Perf 1M %	Perf 3M %	Perf YTD %	Perf 1Y %
ETFs
PT ETF1G – GROWTH	1,09	4,22	9,61	20,94
PT ETF1I – INCOME	0,82	2,19	3,75	6,21
PT ETF1B – BALANCED	0,88	3,50	6,96	14,73
PT ETF1R – REDDITO	0,42	1,60	3,64	8,50
Portafoglio ETFs X4	0,67	2,90	5,16	11,93
Portfolio ETFs Inflation-Hedge	2,63	5,05	8,08	12,85
Portfolio ETFs Inflation-Hedge (USD) EUR	0,60	3,33	7,35	10,99
PT ETF UK Balanced	0,62	2,33	3,58	9,06
ETFs Strategic High Risk	-0,61	2,95	18,26	40,39

Funds
PT 1AC – Action	-1,25	-0,62	6,51	19,68
PT 1CO – Conservativo	0,61	0,95	2,27	5,66
PT 1CR – Crescita	0,36	0,64	4,50	11,76
PT 1WM – World Market	-0,92	1,11	9,44	25,21
PT 1AR – Abs Return	0,36	1,06	2,81	7,05
PT 1ARHR – Abs Ret High Risk	0,35	1,18	5,83	17,50
PT 1FQ – Fondi Quotati	0,69	3,73	9,20	15,80
BG Vita R4	0,44	3,42	5,82	15,56
ESG Sustainable Growth	0,75	3,04	7,92	20,33

Global Market	Perf 1M %	Perf 3M %	Perf YTD %	Perf 1Y %
Equities
S&P500	2,27	5,12	17,02	34,37
Nasdaq Comp	1,16	5,08	13,85	36,55
Euro Stoxx 50	0,62	2,88	15,11	28,82
Dax	0,09	2,70	13,31	26,24
Ftse 100	-0,07	0,90	8,85	19,24
Ftse Mib	1,04	5,06	14,08	32,85
Nikkei 225	-5,24	-5,31	-0,59	25,67
Shangai Comp	-5,40	-1,44	-2,18	2,64

Commodities
Gold	2,35	2,46	-4,78	-9,42
WTI Crude Oil	1,53	17,66	54,48	79,82
Commodity Index	1,57	8,61	33,47	54,00

Bonds
US Gov Long Term	3,65	7,84	-4,56	-11,08
US Gov Short Term	0,17	0,09	0,08	0,13
US Corporate	1,37	3,81	0,08	1,42
EU Gov Long Term	3,90	4,85	-3,10	0,60
EU Gov Short Term	0,12	0,08	-0,26	-0,16
EU Corporate	1,14	1,42	0,75	3,23

Currencies
EUR-USD	0,18	-1,25	-2,90	0,67
GBP-USD	0,75	0,59	1,85	6,15
EUR-GBP	-0,56	-1,88	-4,67	-5,16
EUR-CHF	-1,99	-2,10	-0,68	-0,19
BTC-USD	21,02	-27,21	42,92	264,11

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UCapital Asset Management is authorized and regulated by the FCA – Financial Conduct Authority – with registration number 477155.
UCapital Asset 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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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.