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Our Portfolios & Market Update May 2023

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



PT ETF1G – GROWTH3,735,8510,364,58
PT ETF1I – INCOME0,732,764,340,13
PT ETF1B – BALANCED2,004,948,622,42
PT ETF1R – REDDITO0,570,222,37-1,85
Portafoglio ETFs X42,605,608,321,61
Portfolio ETFs Inflation-Hedge-1,34-0,890,86-7,18
Portfolio ETFs Inflation-Hedge (USD) EUR2,143,743,77-3,29
PT ETF UK Balanced-0,690,062,461,35
ETFs Strategic High Risk2,570,685,38-2,68
FT Multi-Asset Flexible0,42-0,601,17-2,24





Funds



PT 1AC – Action-0,57-3,160,24-5,56
PT 1CO – Conservativo0,040,080,55-3,37
PT 1CR – Crescita-0,21-1,441,00-4,02
PT 1WM – World Market0,04-2,611,62-5,47
PT 1AR – Abs Return-0,15-0,241,29-3,00
PT 1ARHR – Abs Ret High Risk0,62-0,532,49-2,08
PT 1FQ – Fondi Quotati0,200,854,55-0,01
BG Vita R4-0,050,893,18-1,44
Commentary
The month of May has been characterized by a generalized good mood on the markets with major US indices stable or on the upside, while EU markets have been slightly negative. Sharp rise for the Nikkei index in Tokyo that has reached a 33-years high. Stock markets moves continue to imply a strict dependence on the next moves of major central banks that will hold monetary policy meeting in mid June. Energy prices have continued to stabilize or fall in May with easing pressures on inflation dynamics.
Global MarketPerf 1M %Perf 3M %Perf YTD %Perf 1Y %
Equities



S&P5000,295,788,861,15
Nasdaq Comp5,9213,6723,597,07
Euro Stoxx 50-3,240,0511,1911,32
Dax-0,402,3512,508,87
Ftse 100-4,21-5,92-0,08-2,12
Ftse Mib-2,17-4,639,896,31
Nikkei 2256,0612,2518,3713,23
Shangai Comp-4,35-3,253,730,57





Commodities


Gold-1,026,767,796,37
WTI Crude Oil-9,54-11,24-13,94-33,19
Commodity Index-5,33-8,77-11,42-24,11





Bonds



US Gov Long Term-0,283,443,74-8,18
US Gov Short Term-0,151,731,510,03
US Corporate-0,272,652,78-1,70
EU Gov Long Term0,344,623,99-12,36
EU Gov Short Term0,241,511,13-1,82
EU Corporate0,162,242,64-2,92





Currencies



EUR-USD-3,01-0,25-0,63-0,87
GBP-USD-0,853,032,52-1,85
EUR-GBP-2,17-3,18-2,990,98
EUR-CHF-1,02-2,97-1,71-5,43
BTC-USD2,9523,0875,11-26,14

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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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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.