Strategies

Below are examples of the Trendrating momentum model and methodology applied to different equity markets. We provide 15 years of historical performance which is updated at the end of every month. This is designed to provide asset managers with a transparent manner to track the effectiveness of the Trendrating momentum model.

Momentum Alpha is the section where you can find Stock Picking Strategies.

The Trendrating 25 and Trendrating 50 strategies pick the best momentum stocks based on Trendrating’s proprietary model. Both strategies are re-adjusted monthly.

Momentum Smart Beta is the section where you can find Smart Beta Strategies.

 

 

Momentum Alpha 50

Momentum Alpha 25

Momentum Smart Beta

United States Technology Trendrating Momentum Alpha US Technology – 50 Download
United States Large Cap Trendrating Momentum Alpha US Large Cap – 50 Download
United Kingdom Trendrating Momentum Alpha United Kingdom – 50 Download
Eurozone Trendrating Momentum Alpha Eurozone – 50 Download
Germany Trendrating Momentum Alpha Germany – 50 Download
France Trendrating Momentum Alpha France – 50 Download
Italy Trendrating Momentum Alpha Italy – 50 Download
Japan Trendrating Momentum Alpha Japan – 50 Download
Hong Kong Trendrating Momentum Alpha Hong Kong – 50 Download
Switzerland Trendrating Momentum Alpha Switzerland – 50 Download
United States Technology Trendrating Momentum Alpha US Technology – 25 Download
United States Large Cap Trendrating Momentum Alpha US Large Cap – 25 Download
United Kingdom Trendrating Momentum Alpha United Kingdom – 25 Download
Eurozone Trendrating Momentum Alpha Eurozone – 25 Download
Germany Trendrating Momentum Alpha Germany – 25 Download
France Trendrating Momentum Alpha France – 25 Download
Italy Trendrating Momentum Alpha Italy – 25 Download
Japan Trendrating Momentum Alpha Japan – 25 Download
Hong Kong Trendrating Momentum Alpha Hong Kong – 25 Download
Switzerland Trendrating Momentum Alpha Switzerland – 25 Download
United States Technology Trendrating Momentum Smart Beta US Technology Download
United States Large Cap Trendrating Momentum Smart Beta US Large Cap Download
United Kingdom Trendrating Momentum Smart Beta United Kingdom Download
Eurozone Trendrating Momentum Smart Beta Eurozone Download
Germany Trendrating Momentum Smart Beta Germany Download
France Trendrating Momentum Smart Beta France Download
Italy Trendrating Momentum Smart Beta Italy Download
Japan Trendrating Momentum Smart Beta Japan Download
Hong Kong Trendrating Momentum Smart Beta Hong Kong Download
Switzerland Trendrating Momentum Smart Beta Switzerland Download