Julex offers a variety of tactical ETF strategies aiming to limit the downside risk while maximizing the upside potentials. All the strategies strive to deliver attractive total returns and outperformance over the relevant benchmarks over a full market cycle. Six main model products including Dynamic Income, Dynamic Sector, Dynamic Multi-Asset, Dynamic Developed Market, Dynamic Real Asset and Macro Opportunities. Financial advisors, individuals, and institutional clients will typically choose one of the seven strategies, or combination of strategies, depending upon the investment objectives, risk tolerance, and other factors they are trying to meet.
A tactical US sector allocation strategy that seeks to limit losses during prolonged market downturns and maximize upside potentials in bull markets. The strategy rotates between the S&P industry sectors, styles, and bond investments. It is a flexible strategy that allocates the portfolio between 100% equity and 100% fixed income or cash depending upon the risk environment.
Dynamic Sector Review Q1, 2021
A multi-asset high-income strategy that seeks to achieve higher income than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and 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. It is a flexible strategy that can be either focused or diversified depending upon the risk environment.
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.
A multi asset class real return strategy that seeks to achieve better returns than a real asset benchmark which is composed of 50% commodity index and 50% TIPs Index. The multi asset class strategy can include ETF, ETN, or index fund investments in real asset classes including material and energy equities, real estates, MLPs, commodities, gold, and U.S. Treasury Inflation Protection bonds. It is a flexible strategy that can either be focused or diversified depending upon the risk environment. The strategy can be used by investors who want their assets outlast inflation.
A tactical US allocation strategy seeks to achieve better returns than Dow Jones Moderate US Index and S&P 500 Index with lower volatility and lower peak-to-trough drawdowns over a full market cycle. The strategy rotates between US large cap, mid cap, small cap and bond ETFs. It is a flexible strategy that can be 100% in equity or 100% in bonds.
An international equity strategy that seeks to achieve better returns than the MSCI EAFA index with lower volatility and lower peak-to-trough drawdowns in a full market cycle. The strategy rotates among the country ETFs in the equity markets of developed economies. It has the flexibility of investing only in bond ETFs or/and cash equivalents in the negative market environment. It aims to deliver attractive total returns instead of managing against any particular benchmark.
An Emerging Market strategy that seeks to achieve better returns than the MSCI Emerging Market Index over a full market cycle. The strategy allocates it’s portfolio between 100% in various emerging market country ETF’s and 100% in fixed income or cash depending upon the risk environment.