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Bluetrend UCITS - New Rating

By JOHN DAVEY 03/07/2009

Bluetrend UCITS - New Rating by John Davey

BlueTrend UCITS is an offshore fund with a trend-following systematic strategy covering over 150 different markets including equity, debt, currency, commodity and energy instruments. The strategy principally monitors highly liquid exchange traded futures on a twenty-two hour trading cycle. The diversification and liquidity allows the strategy to employ capital efficiently and quickly.

BlueTrend view their competitive edge as the depth of their research department and their risk management process. Unlike other trend follower programs the only input to their process is price series across the 150 different markets they currently track. The program aims to identify the strength of short, medium and long term trends across each market. A ‘Trend Conviction Curve’ for each time horizon dictates the size of the position that the trend follower takes – aiming to be at maximum weighting throughout the belly of the trend, and reducing position size as indicators are pointing towards the trend nearing an end / pull back. The Trend conviction curve effectively budgets risk and systematically reduces all position sizes when volatility increases.

Awarded 4 stars

 
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