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WHY ADD TREND FOLLOWING FUTURES TO A PORTFOLIO?
- Trend following is a systematic approach to trading, that has been established for over 50 years. It seeks to exploit a phenomena that is well documented in academic literature;
- Trend following strategies have a positive expectancy regardless of the medium to long-term direction of both stock and bond markets;
- Incorporating trend following into a portfolio can enhance portfolio diversification by introducing strategies that are less correlated with traditional asset classes, which may lead to improved risk-adjusted returns and help mitigate overall portfolio volatility;
- Our proprietary implementation of trend following results in dynamic correlations to stock and bonds independent of macro forecasting
PERFORMANCE
Over our track record, ECCM STF has outperformed stocks, bonds, and our peers in absolute and risk adjusted terms
PERFORMANCE STATISTICS
DIVERSIFICATION
Adding an investment with a positive expectancy and low correlation expands the efficient frontier of a traditional portfolio
DYNAMIC ASSET ALLOCATION
Our proprietary models provide for dynamic correlations to both stocks and bonds
CORRELATIONS WITH ECCM STF SINCE JANUARY 2020 (12 MONTH ROLLING)
POSITIVE RELATIONSHIP WITH VOLATILITY
Research has shown that classic trend following returns often increase in more volatile environments
PROFESSIONAL MANAGEMENT
Over 80 years of experience, and long operating track record
Our research-led approach is grounded in statistical analysis and supported by academic research, and our strategies are developed with portfolio management frameworks to manage risks and seek to maximise returns
CLIENT COMMUNICATION
Providing resources for financial advisors to assess trend following
Including access to academic literature, empirical analysis and more
Data shown is actual performance data of the ECCM SGM Fund (ECCM STF’s predecessor fund) after fees from inception 1 January 2020 through to 30 June 2023, and the ECCM STF Wholesale AUD Class from 1 July 2023 to date. Past performance is not a reliable indicator of future performance.
Investors should consider the risks when deciding whether to invest in the Fund. ECCM does not offer advice that takes into account your personal financial situation, including advice about whether ECCM STF is suitable for your circumstances. Prospective investors should read the ECCM STF Information Memorandum in full, and if personal financial advice is required, should contact a licensed financial advisor.