BOSTON, MA – August 18, 2014 – Julex Capital Management, LLC, a managed ETF strategy firm offering innovative investment solutions that aims to deliver consistent returns in any market environment, today announced that its Dynamic Income Strategy achieved “Top Guns” status within the Informa Investment Solutions’ PSN manager ranking database at June 30, 2014. The Strategy ranked No. 1 for the most recent quarter ended June 30, 2014 in three separate categories including ETF US Fixed Income, Core Fixed, and Intermediate Maturity universes. Additionally, the Strategy also earned a No. 2 ranking for most recent year ended June 30, 2014 within the ETF US Fixed Income and Intermediate Maturity universes.
“We are delighted to achieve “Top Guns” performance across multiple categories as well as multiple time horizons,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital, “It is a validation of adaptive investment philosophy and robust three-step investment process. In the current low and rising interest rates environment, Julex Dynamic Income Strategy should serve investors well by offering both high income and downside risk management..”
The Julex Dynamic Income Strategy is a multi asset income strategy that seeks to achieve better returns than the Barclays Aggregate U.S. Bond Index with comparable volatility and peak-to-trough drawdowns. The strategy can invest in exchange traded products (“ETPs”) of income-producing assets including dividend-paying equities, preferred shares, real estate, bank loans, high yield, emerging market, corporate and Treasury bonds. The strategy can be utilized as a good enhancement to fixed income allocation. On a year-to-date gross basis through July 31, 2014, the strategy returned 7.02%, outperforming its benchmark Barclays Aggregate U.S. Bond Index of 3.67%. 1 The 90-day yield of the portfolio is 4.58% as of 6/30/2014.
About Julex Capital Management, LLC
Founded in 2012 by industry veterans and headquartered in Boston, Julex Capital Management, LLC is an independent registered investment advisory firm dedicated to creating innovative solutions with both upside participation and downside management for institutions and individuals. Currently, Julex offer tactical asset allocation, income, real assets, multi asset, absolute returns products and target risk portfolio solutions though separately managed accounts and sub-advisor/model provider relationships with other investment advisors and institutions. For more information, visit www.julexcapital.com.
About PSN Database
PSN database is provided by Informa Investment Solutions (IIS) and is the longest-running database in North America. IIS is a leading software and service provider to financial institutions and investment professional. The PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups through rigorous screenings. It awards the Top Guns status every quarter to the top 5 or top 10 performers within one or more peer groups. In its database, PSN tracks more than 2,000 money management firms and over 12,000 investment products. For more information, visit: www.informais.com.
1 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.