Trading Strategies

Trading started in January 2018.

Shows the strategy’s best and worst full-year results.

The number of positive months during the term.

Standard deviation is a measure of a fund's risk and reflects volatility, that is, the fluctuations in returns. The higher the standard deviation, the higher the risk.  A low standard deviation means that the value of the fund has fluctuated less. For equity funds, a standard deviation below ten can be said to represent relatively low risk, while a standard deviation above twenty represents relatively high risk.

The Sharpe ratio is a measure used to assess the risk-adjusted return. It shows the relationship between the return you get and the risk you take when investing. As an investor, you can use the Sharpe ratio to get an idea of how well your investments are performing in relation to the risk you are taking.  The higher the Sharpe ratio, the better. A Sharpe ratio of zero or lower is not good. For long-term savings, a Sharpe ratio above 0.5 is good, while a Sharpe ratio of 1 or higher is very good.  The Sharpe ratio is a great metric for comparing investments to each other, as it takes into account fee, return and risk - all in a single figure. If you're only going to look at one number when evaluating an investment, it's the Sharpe ratio you should use.

Correlation describes the extent to which an investment moves in the same direction as an index such as the S&P 500.  It is measured on a scale from -1 to +1, where +1 means they move almost identically, 0 means there is no correlation, and -1 means they move in opposite directions.  An investment with a high correlation to the S&P 500 will therefore rise and fall roughly at the same time as the index. Low correlation means the investment behaves more independently, which can reduce risk in a portfolio.  This is why investors use correlation to diversify risk and avoid having all investments affected equally at the same time.

Minimum initial investment

Trading started in September 2023.

Shows the strategy’s best and worst full-year results.

The number of positive months during the term.

Standard deviation is a measure of a fund's risk and reflects volatility, that is, the fluctuations in returns. The higher the standard deviation, the higher the risk.  A low standard deviation means that the value of the fund has fluctuated less. For equity funds, a standard deviation below ten can be said to represent relatively low risk, while a standard deviation above twenty represents relatively high risk.

The Sharpe ratio is a measure used to assess the risk-adjusted return. It shows the relationship between the return you get and the risk you take when investing. As an investor, you can use the Sharpe ratio to get an idea of how well your investments are performing in relation to the risk you are taking.  The higher the Sharpe ratio, the better. A Sharpe ratio of zero or lower is not good. For long-term savings, a Sharpe ratio above 0.5 is good, while a Sharpe ratio of 1 or higher is very good.  The Sharpe ratio is a great metric for comparing investments to each other, as it takes into account fee, return and risk - all in a single figure. If you're only going to look at one number when evaluating an investment, it's the Sharpe ratio you should use.

Correlation describes the extent to which an investment moves in the same direction as an index such as the S&P 500.  It is measured on a scale from -1 to +1, where +1 means they move almost identically, 0 means there is no correlation, and -1 means they move in opposite directions.  An investment with a high correlation to the S&P 500 will therefore rise and fall roughly at the same time as the index. Low correlation means the investment behaves more independently, which can reduce risk in a portfolio.  This is why investors use correlation to diversify risk and avoid having all investments affected equally at the same time.

Minimum initial investment

Trading started in March 2018.

Shows the strategy’s best and worst full-year results.

The number of positive months during the term.

Standard deviation is a measure of a fund's risk and reflects volatility, that is, the fluctuations in returns. The higher the standard deviation, the higher the risk.  A low standard deviation means that the value of the fund has fluctuated less. For equity funds, a standard deviation below ten can be said to represent relatively low risk, while a standard deviation above twenty represents relatively high risk.

The Sharpe ratio is a measure used to assess the risk-adjusted return. It shows the relationship between the return you get and the risk you take when investing. As an investor, you can use the Sharpe ratio to get an idea of how well your investments are performing in relation to the risk you are taking.  The higher the Sharpe ratio, the better. A Sharpe ratio of zero or lower is not good. For long-term savings, a Sharpe ratio above 0.5 is good, while a Sharpe ratio of 1 or higher is very good.  The Sharpe ratio is a great metric for comparing investments to each other, as it takes into account fee, return and risk - all in a single figure. If you're only going to look at one number when evaluating an investment, it's the Sharpe ratio you should use.

Correlation describes the extent to which an investment moves in the same direction as an index such as the S&P 500.  It is measured on a scale from -1 to +1, where +1 means they move almost identically, 0 means there is no correlation, and -1 means they move in opposite directions.  An investment with a high correlation to the S&P 500 will therefore rise and fall roughly at the same time as the index. Low correlation means the investment behaves more independently, which can reduce risk in a portfolio.  This is why investors use correlation to diversify risk and avoid having all investments affected equally at the same time.

Minimum initial investment

Shows the strategy’s best and worst full-year results.

Trading started in March 2016.

The number of positive months during the term.

Standard deviation is a measure of a fund's risk and reflects volatility, that is, the fluctuations in returns. The higher the standard deviation, the higher the risk.  A low standard deviation means that the value of the fund has fluctuated less. For equity funds, a standard deviation below ten can be said to represent relatively low risk, while a standard deviation above twenty represents relatively high risk.

The Sharpe ratio is a measure used to assess the risk-adjusted return. It shows the relationship between the return you get and the risk you take when investing. As an investor, you can use the Sharpe ratio to get an idea of how well your investments are performing in relation to the risk you are taking.  The higher the Sharpe ratio, the better. A Sharpe ratio of zero or lower is not good. For long-term savings, a Sharpe ratio above 0.5 is good, while a Sharpe ratio of 1 or higher is very good.  The Sharpe ratio is a great metric for comparing investments to each other, as it takes into account fee, return and risk - all in a single figure. If you're only going to look at one number when evaluating an investment, it's the Sharpe ratio you should use.

Correlation describes the extent to which an investment moves in the same direction as an index such as the S&P 500.  It is measured on a scale from -1 to +1, where +1 means they move almost identically, 0 means there is no correlation, and -1 means they move in opposite directions.  An investment with a high correlation to the S&P 500 will therefore rise and fall roughly at the same time as the index. Low correlation means the investment behaves more independently, which can reduce risk in a portfolio.  This is why investors use correlation to diversify risk and avoid having all investments affected equally at the same time.

Minimum initial investment

Trading started in January 2024.

Shows the strategy’s best and worst full-year results.

The number of positive months during the term.

Standard deviation is a measure of a fund's risk and reflects volatility, that is, the fluctuations in returns. The higher the standard deviation, the higher the risk.  A low standard deviation means that the value of the fund has fluctuated less. For equity funds, a standard deviation below ten can be said to represent relatively low risk, while a standard deviation above twenty represents relatively high risk.

The Sharpe ratio is a measure used to assess the risk-adjusted return. It shows the relationship between the return you get and the risk you take when investing. As an investor, you can use the Sharpe ratio to get an idea of how well your investments are performing in relation to the risk you are taking.  The higher the Sharpe ratio, the better. A Sharpe ratio of zero or lower is not good. For long-term savings, a Sharpe ratio above 0.5 is good, while a Sharpe ratio of 1 or higher is very good.  The Sharpe ratio is a great metric for comparing investments to each other, as it takes into account fee, return and risk - all in a single figure. If you're only going to look at one number when evaluating an investment, it's the Sharpe ratio you should use.

Correlation describes the extent to which an investment moves in the same direction as an index such as the S&P 500.  It is measured on a scale from -1 to +1, where +1 means they move almost identically, 0 means there is no correlation, and -1 means they move in opposite directions.  An investment with a high correlation to the S&P 500 will therefore rise and fall roughly at the same time as the index. Low correlation means the investment behaves more independently, which can reduce risk in a portfolio.  This is why investors use correlation to diversify risk and avoid having all investments affected equally at the same time.

Minimum initial investment