Julex Capital Awarded Top Guns Designation by Informa Financial Intelligence for Q4 2020

WELLESLEY, MA – February 26, 2021 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, for Q4 2020. 

Dynamic Income
PSN “TOP GUNS” RATING
For Q4 Performance
in the Core Fixed, ETF US Fixed Income and Intermediate Core Fixed Income Universes

Dynamic Multi Asset
PSN “TOP GUNS” RATING
For Q4 Performance
in the Global Balanced and ETF Global Balanced Universes

“We are honored to be recognized as a ‘Top Guns’ manager by Informa Financial Intelligence,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital.  “In the current low interest rate environment, our Dynamic Income strategy offers a good solution for investors who search for higher income without taking too much risk. It is likely that we will experience a bond bear market as interest rates and inflation pick up in near future, fixed income investors need to be more tactical.”

Dynamic Income is a multi-asset high-income strategy that seeks to achieve a better return and higher income than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns. The 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.

Dynamic Multi Asset is a multi-asset class strategy that seeks to achieve attractive returns regardless of market conditions by tactically positioning in various asset classes. The multi asset class strategy can include ETF, ETN, or index fund investments in U.S. and international developed market stocks and bonds, as well as gold, energy, commodities, emerging market securities, and real estate.

Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors.

Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com

_____________________________________________________________________________________

Past performance is not indicative of future returns. The risk of loss in investments can be substantial. You should consult your financial advisor and consider carefully whether such investment is suitable for you in light of your financial situation.

About Informa Financial Intelligence’s Zephyr Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma