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 | 18.12% | 5.08% | 13.04% | |
| Trendrating Europe Growth – TREUG | 19.96% | 5.08% | 14.88% | |
| Trendrating Europe Value – TREUV | 11.89% | 5.08% | 6.81% |
| Name | 10 Years Yearly Index Performance | 10 Years yearly S&P 500 Performance | Yearly Difference |
|---|---|---|---|
| Trendrating US – TRUS | 20.75% | 12.44% | 8.31% |
| Trendrating US Growth – TRUSG | 18.67% | 12.44% | 6.23% |
| Trendrating US Value – TRUSV | 18.73% | 12.44% | 6.29% |
Data as of: August 31, 2021