The Dynamic Income strategy is a multi asset class strategy that seeks to achieve better returns than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns. The multi asset class 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 will include allocations that can either be focused or diversified depending upon the risk environment.
JULEX DYNAMIC INCOME INDEX FACT SHEETDynamic Income
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