LifeSight Rendement fund
This fund invests in a group of different investment funds with a goal to reach a good return at reasonable risk. LifeSight does not invest itself but chooses the best asset managers to invest your money in the Return fund.
The financial markets regained during 2019, after a disappointing fourth quarter in 2018. Investors across the globe moved to investment product with a higher expected return, following the further decrease of the interest rate in 2019. There was also less uncertainty in the market as a result of clarity in relation to the trade war between China and America, as well as the “Brexit” (the United Kingdom leaving the EU). As a result of this, the stock prices of riskier investments, such as shares, rose sharply in 2019.
These market developments also had an impact on the performance of the LifeSight Return Fund, which has the best year ever in 2019. All investment categories within the LifeSight Return Fund achieved a clear positive investment return last year. However, just like in 2018, the differences were large. US equities achieved the highest return with +33.9%, while European corporate bonds achieved a return of +5.1%. By broadly spreading the investments across multiple global investment categories the fund return achieved in 2019 amounted to a whopping +23.7%.
Since its inception, the LifeSight Return Fund has achieved a higher return than its benchmark year on year. Also this year, the performance of the LifeSight Return Fund is better than that of the benchmark (+23.4%). On average, an additional return of 0.34% per year has now been achieved since the start.