Dynamic Income

The Dynamic Income strategy is a multi asset class strategy that seeks to offer both higher income and capital preservation. It aims to achieve better returns than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in income-producing asset classes including dividend-paying equities, real estate, high yield bonds, emerging market bonds, and U.S. Treasury bonds.  It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.

[button link=”https://www.julexcapital.com/wp-content/uploads/2018/05/Income_Factsheet-Q1.2018.pdf” color=”blue” size=”small”]DYNAMIC INCOME FACT SHEET[/button]
[button link=”https://julexcapital.com/how-to-invest/” color=”blue” size=”small”]HOW TO INVEST[/button]