Trendrating Momentum Alpha United Kingdom (50) 15 years report - June 2018
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1 Trendrating Momentum Alpha United Kingdom (50) 15 years report - June 2018
2 Page 2 of 7
3 Performance Key ratios Trendrating Benchmark Difference Cumulative % % % Annualized % +4.02% % Yearly average % +4.67% % Trendrating Benchmark Difference Sharpe ratio Sterling ratio Sortino ratio Max consecutive positive months Risk Beta Tracking error Information ratio Treynor ratio % positive months % % +9.50% Trendrating Benchmark Difference Max drawdown % % +5.20% Average yearly drawdown % % +1.47% Monthly standard deviation 4.48% 5.00% -0.51% Max consecutive negative months Page 3 of 7
4 Historical statistics Yearly performance Max drawdown Monthly return stddev One way Year Trendrating Benchmark Added value Trendrating Benchmark Added value Trendrating Benchmark Added value % +7.69% -1.46% -4.84% -5.18% +0.33% +2.53% +3.25% +0.72% % +7.54% % -8.26% -6.31% -1.95% +2.58% +2.93% +0.35% % % % -6.46% -6.53% +0.07% +2.69% +2.48% -0.21% % % % % % -5.00% +4.37% +3.57% -0.81% % +3.80% +0.88% % % -2.77% +4.94% +4.95% +0.01% % % -1.23% % % +3.08% +7.91% % +2.73% % % % % % % +5.19% +6.65% +1.46% % +9.00% % % % +7.38% +4.57% +4.95% +0.37% % -5.55% +2.57% % % -4.24% +5.68% +6.04% +0.36% % +5.84% % -7.39% % +4.43% +3.48% +3.96% +0.47% % % % -8.46% % +3.40% +3.81% +3.46% -0.36% % -2.71% % % % -5.23% +3.94% +3.22% -0.72% % -4.93% % -8.08% % +9.23% +3.84% +4.90% +1.06% % % -0.88% % % -2.01% +4.82% +4.78% -0.04% % +7.63% % -4.48% -4.40% -0.08% +2.75% +2.43% -0.32% % -0.66% +6.38% -8.37% % +3.07% +3.87% +3.53% -0.34% Annualized % +4.02% % % % +1.47% +4.19% +4.48% +0.30% Year to date performance and risk Monthly performance Max drawdown Monthly return stddev Month Trendrating Benchmark Added value Trendrating Benchmark Added value Trendrating Benchmark Added value Jan % -2.01% +0.91% -2.70% -3.15% +0.45% +2.52% +2.31% -0.21% Feb % -4.00% +2.40% -5.87% -5.86% -0.01% +5.51% +4.67% -0.84% Mar % -2.42% +1.39% -4.25% -4.75% +0.49% +3.81% +3.56% -0.25% Apr % +6.42% -1.33% -1.49% -0.94% -0.55% +3.29% +3.18% -0.12% Page 4 of 7
5 Monthly performance Max drawdown Monthly return stddev Month Trendrating Benchmark Added value Trendrating Benchmark Added value Trendrating Benchmark Added value May % +2.25% +1.90% -2.70% -3.11% +0.40% +3.46% +2.85% -0.60% Jun % -0.54% +0.83% -3.74% -3.30% -0.44% +4.15% +3.96% -0.18% Year to date performance Yearly performance Max drawdown Monthly return stddev One wa Trendrating Benchmark Added value Trendrating Benchmark Added value Trendrating Benchmark Added value +5.72% -0.66% +6.38% -8.37% % +3.07% +3.87% +3.53% -0.34% Current constituents Security Weight Ticker Name Market Sector 5.00% FEVR Fevertree Drinks GB Soft Drinks 4.51% NMC Nmc Health GB Health Care Providers 4.50% OCDO Ocado GB Food Retailers & Wholesalers 4.16% KAZ Kaz Minerals GB General Mining 3.35% CCC Computacenter GB Computer Services 3.26% AVV Aveva GB Software 2.81% DPH Dechra Pharmaceuticals GB Pharmaceuticals 2.56% SOPH Sophos GB Software 2.43% FDSA Fidessa GB Software 2.29% SCT Softcat GB Computer Services 2.03% SSPG Ssp GB Restaurants & Bars 2.01% CNE Cairn Energy GB Exploration & Production 1.95% ROR Rotork GB Industrial Machinery 1.90% CRDA Croda International GB Specialty Chemicals 1.90% GNS Genus GB Biotechnology Page 5 of 7
6 Security Weight Ticker Name Market Sector 1.88% HTG Hunting GB Oil Equipment & Services 1.86% ASCL Ascential GB Media Agencies 1.81% DOM Domino's Pizza GB Restaurants & Bars 1.79% VM. Virgin Money Holdings (uk) GB Banks 1.78% NEX National Express GB Travel & Tourism 1.77% CAPC Capital & Counties Properties GB Real Estate Holding & Development 1.73% CBG Close Brothers GB Banks 1.72% VSVS Vesuvius GB Diversified Industrials 1.71% QQ. Qinetiq GB Defense 1.70% ABC Abcam GB Biotechnology 1.70% VCT Victrex GB Specialty Chemicals 1.69% WKP Workspace GB Industrial & Office REITs 1.69% UTG Unite GB Hotel & Lodging REITs 1.68% BVS Bovis Homes GB Home Construction 1.66% DMGT Daily Mail & General Trust GB Publishing 1.63% BYG Big Yellow GB Specialty REITs 1.57% SXS Spectris GB Electrical Components & Equipment 1.57% WMH William Hill GB Gambling 1.54% DPLM Diploma GB Industrial Suppliers 1.53% VED Vedanta Resources GB General Mining 1.53% PAGE Pagegroup GB Business Training & Employment Agencies 1.51% RDW Redrow GB Home Construction 1.50% BEZ Beazley GB Property & Casualty Insurance 1.48% JLG John Laing GB Specialty Finance 1.47% SMWH Wh Smith GB Specialty Retailers 1.46% SYNT Synthomer GB Specialty Chemicals Page 6 of 7
7 Security Weight Ticker Name Market Sector 1.45% CSP Countryside Properties GB Home Construction 1.43% ERM Euromoney Institutional Investor GB Publishing 1.42% INDV Indivior GB Pharmaceuticals 1.41% MLC Millennium & Copthorne Hotels GB Hotels 1.40% SPD Sports Direct International GB Apparel Retailers 1.39% DC. Dixons Carphone GB Specialty Retailers 1.34% SXX Sirius Minerals GB General Mining 1.34% ELM Elementis GB Specialty Chemicals 1.20% SDRC Schroders GB Asset Managers Notes The investment universe is at most the 200 largest caps in the reference market. Trendrating measures price momentum using a four grades rating A,B,C,D. The Alpha United Kingdom (50) strategy invests only in stocks Rated A. Every month 50 stocks are rated "A" giving priority to the lower market cap stocks. The Alpha United Kingdom (50) was launched on January 2013 since Trendrating is live with our customers. Data prior to the launch date is back-tested data (i.e. performance over that time period had the strategy existed). There are frequently material differences between back-tested performance and actual results. Past performance -- whether actual or back-tested -- is no indication or guarantee of future performance Page 7 of 7
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