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Monthly Sustainable Model Portfolios Performance Summary: December 2019

Model portfolios: Robust equity markets in December and the Vanguard FTSE Social Index Fund Investor Shares outperformance lifted the results achieved by the aggressive and moderate sustainable model portfolios beyond their conventional benchmarks while the conservative model portfolio lagged For the second consecutive month, the Aggressive Sustainable Portfolio (95% stocks/5% bonds) and Moderate Sustainable Portfolio…

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Model portfolios: Robust equity markets in December and the Vanguard FTSE Social Index Fund Investor Shares outperformance lifted the results achieved by the aggressive and moderate sustainable model portfolios beyond their conventional benchmarks while the conservative model portfolio lagged
For the second consecutive month, the Aggressive Sustainable Portfolio (95% stocks/5% bonds) and Moderate Sustainable Portfolio (60% stocks/40% bonds) outperformed their conventional indices by 17 basis points (bps) and 7 bps, in that order. The Conservative Sustainable Portfolio (20% stocks/80% bonds), on the other hand, underperformed, trailing its conventional benchmark by 6 bps. Refer to Table 1. 

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