BOSTON, MA – November 17, 2015 – Julex Capital Management, LLC., an innovative investment firm offering tactical solutions that aim to deliver consistent returns by minimizing the downside while participating in the upside, today announced that its Dynamic Income strategy achieved “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database. The strategy was ranked the first in the ETF Fixed Income and the eighth in the US Core Fixed universe for the 3-year period ended September 30, 2015.
“We are delighted to be awarded “Top Guns” just after we hit the three-year track record,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “Investors are looking for income solutions as the traditional fixed income assets have become more risky when the Fed starts to raise interest rates in the near future. The multi asset high income investment approach we are utilizing has the potential to deliver significant excess returns and higher income against a traditional bond portfolio, especially in rising interest rates environment. In last three years, the strategy has proven to perform well in both rising rate (during 2013) and falling rate (during 2014) environments. For investors who are seeking both higher income and stability, the Julex Dynamic Income serves as a good complement to fixed income allocation.”
The Julex Dynamic Income Strategy is a multi-asset tactical 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 invests 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. We utilize a unique Adaptive Investment Approach to position in the high-yielding assets tactically to provide stability. The strategy can be utilized as a good enhancement to a fixed income allocation. Since inception from October 1, 2012 ended September 30, 2015, the Dynamic Income strategy produced a gross annualized return of 3.8% versus the Barclays U.S. Aggregate Bond Index of 1.6%.*
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
* 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.