The Dynamic Sector Strategy is a strategy that seeks to minimize downside risk while maximizing upside potentials by tactically positioning the US equity sectors with the flexibility of moving to bonds and cash completely. It aims to outperform DJ US Moderate Index and the S&P 500 Index with lower volatility and lower peak-to-trough drawdowns in a full market cycle. The strategy rotates between the S&P industry sectors, style classifications, and bond investments. It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.
[button link=”http://www.julexcapital.com/wp-content/uploads/2018/05/Sector_Factsheet-Q1.2018.pdf” color=”blue” size=”small” center = “yes”]DYNAMIC SECTOR FACT SHEET[/button]
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