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. Three main model products including Dynamic Income, Dynamic Sector and Dynamic Multi-Asset. Financial advisors and institutional clients will typically choose one of those 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.
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 fixed income strategy aims to outperform the US bond and short maturity bond indexes with higher income by tactically positioning in US bond ETFs. The portfolio normally has a maximum duration of 4.25 and average credit rating of better than BBB-.