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Trendrating Momentum Alpha United Kingdom (50) September 2020 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Chart

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Trendrating Momentum Alpha United Kingdom (50) September 2020 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Chart Trendrating Momentum Alpha United Kingdom (50) September 2020 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Chart Page 2 of 8 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Key facts Performance Key ratios Trendrating Benchmark Difference Trendrating Benchmark Difference Cumulative +109.71% -9.18% +118.88% One way yearly 262% average turnover Annualized +13.46% -1.63% +15.09% Sharpe ratio 0.8080 -0.1763 +0.9843 Yearly average +14.93% -0.70% +15.63% Sterling ratio 0.8210 -0.1461 +0.9671 Max consecutive 7 5 +2 positive weeks Sortino ratio 1.5977 -0.3221 +1.9198 Beta 0.7964 Tracking error 0.1136 Risk Information ratio 0.4119 Trendrating Benchmark Difference Treynor ratio 0.3257 Max drawdown -36.54% -36.61% +0.07% % positive weeks 63.24% 57.35% +5.88% Average yearly -15.09% -15.40% +0.31% drawdown Monthly standard 4.36% 4.90% -0.54% deviation Max consecutive 4 3 +1 negative weeks Page 3 of 8 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Analytics Historical statistics Yearly performance Max drawdown Monthly return stdDev One way turnover Year Trendrating Benchmark Added value Trendrating Benchmark Added value Trendrating Benchmark Added value 2015 20.15% -4.93% 25.08% -8.08% -17.31% 9.23% 3.83% 4.90% 1.06% 44.16% 2016 13.55% 14.43% -0.88% -13.31% -11.30% -2.01% 4.81% 4.77% -0.04% 95.22% 2017 38.34% 7.63% 30.71% -4.48% -4.40% -0.08% 2.75% 2.43% -0.33% 37.01% 2018 -11.91% -12.48% 0.57% -20.83% -16.41% -4.42% 3.88% 3.60% -0.28% 139.89% 2019 38.13% 12.10% 26.03% -7.30% -8.06% 0.76% 2.90% 3.33% 0.43% 90.36% 2020 -8.68% -20.93% 12.25% -36.54% -34.93% -1.61% 7.58% 9.41% 1.84% 156.83% Annualized 13.46% -1.63% 15.09% -15.09% -15.40% 0.31% 4.29% 4.74% 0.45% 88.00% Year to date performance and risk Monthly performance Max drawdown Monthly return stdDev Month Trendrating Benchmark Added value Trendrating Benchmark Added value Trendrating Benchmark Added value Jan 2020 -1.18% -3.40% 2.22% -2.58% -5.06% 2.48% 3.04% 3.57% 0.53% Feb 2020 -7.50% -9.68% 2.18% -12.13% -12.66% 0.53% 6.23% 6.49% 0.27% Mar 2020 -15.36% -13.81% -1.56% -29.99% -26.73% -3.26% 17.57% 19.40% 1.84% Apr 2020 3.24% 4.04% -0.80% -3.89% -4.52% 0.63% 4.18% 9.81% 5.63% May 2020 4.80% 2.97% 1.83% -2.07% -4.22% 2.16% 4.09% 7.24% 3.14% Jun 2020 -1.84% 1.53% -3.38% -4.39% -6.47% 2.08% 4.95% 7.58% 2.62% Jul 2020 7.15% -4.41% 11.56% -1.15% -6.28% 5.12% 3.76% 5.28% 1.52% Aug 2020 3.73% 1.12% 2.61% -1.52% -5.04% 3.52% 3.53% 5.40% 1.87% Page 4 of 8 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Holdings Security Weight Ticker Name Market Sector 0.26% RWS Rws GB Research & Consulting Services 3.26% OCDO Ocado GB Internet & Direct Marketing Retail 4.86% POG Petropavlovsk GB Gold 2.75% AZN Astrazeneca GB Pharmaceuticals 0.31% HSTG Hastings GB Property & Casualty Insurance 3.85% KNOS Kainos GB IT Consulting & Other Services 3.49% KWS Keywords Studios GB IT Consulting & Other Services 0.45% FUTR Future GB Publishing 1.67% PETS Pets At Home GB Specialty Stores 4.60% FRN Fresnillo GB Precious Metals & Minerals 0.27% AJB Aj Bell GB Asset Management & Custody Banks 4.19% HIK Hikma Pharmaceuticals GB Pharmaceuticals 3.25% ADM Admiral GB Property & Casualty Insurance 0.40% RTO Rentokil Initial GB Environmental & Facilities Services 4.38% IGG Ig GB Investment Banking & Brokerage 4.47% ITM Itm Power GB Heavy Electrical Equipment 0.46% DNLM Dunelm GB Homefurnishing Retail 0.48% GAMA Gamma Communications GB Alternative Carriers 0.41% FXPO Ferrexpo GB Steel 0.43% CRDA Croda International GB Specialty Chemicals 0.42% GBG Gb GB Application Software 0.36% SVT Severn Trent GB Water Utilities 3.16% LSE London Stock Exchange GB Financial Exchanges & Data 3.85% GYS Gamesys GB Casinos & Gaming Page 5 of 8 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Security Weight Ticker Name Market Sector 0.26% SAFE Safestore GB Specialized REITs 1.67% FEVR Fevertree Drinks GB Soft Drinks 0.23% HOC Hochschild Mining GB Silver 3.06% AVST Avast GB Systems Software 1.67% BBOX Tritax Big Box Reit GB Industrial REITs 0.47% CCC Computacenter GB IT Consulting & Other Services 2.66% DOM Domino's Pizza GB Restaurants 2.98% SPX Spirax-sarco Engineering GB Industrial Machinery 0.23% SRP Serco GB Environmental & Facilities Services 0.42% GRI Grainger GB Real Estate Operating Companies 4.47% SFOR S4 Capital GB Advertising 1.67% GLO Contourglobal GB Independent Power Producers & Energy Traders 0.41% DPLM Diploma GB Trading Companies & Distributors 0.41% SGRO Segro Plc (reit) GB Industrial REITs 0.44% GAW Games Workshop GB Leisure Products 1.67% PRSM Blue Prism GB Systems Software 3.52% SPT Spirent Communications GB Communications Equipment 3.03% RB. Reckitt Benckiser GB Household Products 0.25% ULE Ultra Electronics GB Aerospace & Defense 4.68% IHP Integrafin GB Financial Exchanges & Data 4.29% GNS Genus GB Biotechnology 0.38% HSV Homeserve GB Diversified Support Services 4.42% CWK Cranswick GB Packaged Foods & Meats 2.75% HLMA Halma GB Electronic Equipment & Instruments 0.27% AGR Assura GB Health Care REITs 1.67% LMP Londonmetric Property GB Diversified REITs Page 6 of 8 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Notes The investment universe is at most the 200 largest caps in the reference market. Trendrating measures price momentum using a four grades rating A,B,C,D. The Alpha United Kingdom (50) strategy invests only in stocks Rated A. Every month 50 stocks are rated "A" giving priority to the lower market cap stocks. The Alpha United Kingdom (50) was launched on January 2015. Page 7 of 8 Trendrating Momentum Alpha United Kingdom (50) Sep 01, 2020 Important Information: The evaluations, rankings and information provided by Trendrating (the "Services") are provided solely for the use of finance professionals (the "Users") who have been issued a license to use the Services by Trendrating and who, by nature of their status as investment professions understand, or are expected to understand, the complexity of finance products, the functioning of the markets and the risks inherent in them. The Services are not offered for use by persons not employed or actively working as professionals in the finance and investment industry. The Services are to be used entirely at the risk of the Users. Included in the Services are forward-looking statements that are based on observations, assumptions and calculations that reflect Trendrating’s expectations. Forward-looking statements are subject to numerous risks and uncertainties that could cause actual results to materially differ from those expectations. The Services are not intended to constitute a recommendation of any specific security or financial product and are to be implemented solely in conjunction with or as part of a complete investment evaluation conducted by the Users. Under no circumstances shall Trendrating, its officers, directors, employees or agents be liable for any damages, lost profits or investment losses that result in any way from use of the Services or any interruptions, errors or delays in the Services. Trendrating S.A. © 2013-2020. All rights reserved. Page 8 of 8.
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