Trendrating indices incorporate a “trend validation” methodology to strategies based on value, growth and large cap selection parameters. The positive differential vs. the benchmark is documented and validated by the calculation agent – Solactive, with a 10 years statistical evidence.
Trendrating indices wants to demonstrate that adding a layer of intelligent “trend validation and selection” to whatever investment strategy can generate alpha and beat the benchmarks in a consistent fashion.
Trendrating “Strategy Management Solution” enables to design, test, optimize, validate and document bespoke active equity strategies using a rich set of data including fundamentals, quantitative and trend parameters from which the user can select the desired combination.
Discover more about Trendrating Strategy Management Solution.
| Name | 10 Years Yearly Index Performance | 10 Years yearly STOXX 600 Performance | Yearly Difference | |
|---|---|---|---|---|
| Trendrating Europe – TREULC | 14.10% | 4.35% | 9.75% | |
| Trendrating Europe Growth – TREUG | 15.33% | 4.35% | 10.98% | |
| Trendrating Europe Value – TREUV | 8.58% | 4.35% | 4.23% |
| Name | 10 Years Yearly Index Performance | 10 Years yearly S&P 500 Performance | Yearly Difference |
|---|---|---|---|
| Trendrating US – TRUS | 16.84% | 10.24% | 6.6% |
| Trendrating US Growth – TRUSG | 15.34% | 10.24% | 5.1% |
| Trendrating US Value – TRUSV | 15.87% | 10.24% | 5.63% |
Data as of September 1, 2022