BOSTON, MA –August 16, 2017 – Julex Capital Management, LLC., announced today that its Dynamic Income was recognized with “Top Guns” status within the Informa Investment Solutions’ PSN investment manager ranking database for Q2 2017.
for One-Year Performance in
Core Fixed Category
for One-Year Performance in
ETF US Fixed Income Category
Utilizing a proprietary blend of Informa Investment Solutions’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a highly anticipated quarterly ranking and is widely used by institutional asset managers and investors.
“We are delighted to be recognized as “Top Guns” manger by Informa Investment Solution again,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “Since its inception in October 2012, our Dynamic Income strategy has been ranked among the “Top Guns” performers almost every quarter. This type of the consistency provides strong validation for our unique Adaptive Investment Approach.”
The Julex Dynamic Income Strategy is a multi-asset tactical income strategy that seeks to provide high income as well as capital preservation. It strives to achieve better returns than the Bloomberg 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. The strategy tends to perform well in both rising and declining interest rate environment and can be utilized as a good enhancement to a fixed income allocation.
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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.