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Jason Schwarz, Wilshire

Wilshire Liquid Alternative Index up 0.38 per cent in August


The Wilshire Liquid Alternative Index, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.38 per cent in August, outperforming the 0.29 per cent monthly return of the HFRX Global Hedge Fund Index.

The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market Index.
 
“Capital markets were mixed in August, mirroring heightened geo-political tensions and some mixed economic data,” says Jason Schwarz (pictured), President of Wilshire Funds Management. “As a result, investors sought safe-haven assets such as US Treasuries and gold, while reducing exposures to risk-on assets such as lower-rated corporates. Within equity markets, we continued to observe growth-oriented investments outperforming their value-oriented counterparts such as those in the financials and energy sectors.”
 

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