Rotations US Equities
Asset Manager:
Asset Class:
TM Identifier:
Asset Manager:
Asset Class:
Equities
TM Identifier:
RUEUSD
Investment Objective
“Capture performance but manage the downside” is the objective of this strategy, that combines US Sectors rotation and S&P Index Risk on Risk Off. The process is basically systematic but possibly process driven (with discretionary overlay).
The rotation model is based on sectors L/S strategies, both mean reverting and momentum driven, with the yield curve and prices as inputs. Target is to over perform the S&P500, both in terms of returns and volatility. Sectors are invested in ETF's and the S&P 500 in futures.
Return on Investment
Performance is net of all fees*. View full performance details.
*excluding Daily and Hourly charts
Investment Highlights
| Target Returns: | Outperform the S&P 500 |
| Investment Horizon: | 3 Years |
| Risk Level: | 4 out of 5 |
| Track Record: | 2 Months |
| Minimum Investment: | 5,000 USD |
| Investment Advisor: | Swing And Rhythm Investment Managers |
With investment, your capital is at risk. Past performance is not necessarily indicative of future results.
Target Returns
The target return is the total anticipated return on investing in this program as defined by the asset manager, based on past performance and underlying market conditions.
Investment Horizon
This is the suggested length of time the asset manager recommends you should aim to maintain your investment in the program before realising any profits accrued.
Minimum Investment: 10,000 USD
Invest from 10,000 USD and upwards in increments of just 10,000 USD.
Typically investing in programs designed by professional and active managers requires a much larger investment, but trademakers’ private clients can enjoy similar terms and conditions as our large, institutional investors.
Risk Level: 4 out of 5
Investors in Risk Willing programs understand that investments can go down and up sharply with the greater potential for increased returns over the long-term.
Investment Performance
Statistics
Best Month
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Performance
Date the strategy launched on trademakers
Performance before launching on trademakers (all data provided by the strategy manager)
Net Performance
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Since Inception0%
Monthly AveragePositive Months
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Monthly AverageNegative Months
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Monthly AverageWorst Month
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Since InceptionAsset Manager
Swing And Rhythm Investment Managers: Yann Lepape
Yann Lepape managed for years institutional funds in prestigious AM companies like Oddo or Vontobel, across all asset classes and geographies. He has also been a leading member of the Global Investment Committees of these institutions. His strategies are highly processed and robust. He has experience in the discretionary as well as the systematic fields and used AI tools already in the 90’s for its PhD.
0 years
in the industry0 years
managing Rotations US EquitiesInvestment Fees
Free
account opening
15%
performance fee
1.5%
management fee
