Endowus portfolios fared well compared to benchmark indexes and significantly outperformed competitors in the fourth quarter, finishing the full year with strong returns that testifies to the strengths of the strategic and passive asset allocation.
Flagship Cash/SRS equities portfolio delivered a solid quarter with a +5.9% return, and was our best performing equities portfolio for Q4 2021, lifting the full year performance to +22.3%.
Core ESG equities portfolio continued its positive performance in Q4 and returned 4.3%, bringing the full year performance to +19.2%. Our Flagship CPF equities portfolio delivered a strong + 5.4% return for the quarter, ending the year with +17.0% return.
Fixed income portfolios generally experienced minor pullbacks in 4Q. The Flagship Cash/SRS portfolio and the Flagship CPF portfolio were down -0.3% and -0.2% for the quarter respectively. The ESG portfolio also pulled back by -0.6% for Q4 2021 after an impressively defensive Q3. For the full year they were marginally down -0.5%, -2.1% and -0.3% respectively.
