Performance

Aleda Capital offers four different investment strategies. These strategies have been selected to be used in a portfolio to cover the risk categories; conservative, Moderate, Balance, Assertive and Aggressive.

The ETF model portfolios are designed to cover the conservative and moderate investor types and will generally have less exposure to some risks. The Margin FX and Gold MDAs are designed to be a portion of you overall investment portfolio and are suited to investors that are willing to take a higher amount of risk to generate higher returns. Performance figures for the managed accounts shown are calculated after Aleda Capital fees and ETF Fees. Performance is calculated to the last business day of the month.

Utilis Strategy

The Utilis strategy is designed for investment into a diversified domestic

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Edulis Strategy

The Edulis strategy is designed for investment into a diversified domestic

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Elatus Strategy

The Elatus strategy is designed for investment in the foreign exchange

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Phyllo Strategy

The Phyllo strategy is designed for investment in the gold market (XAUUSD)

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	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual
2012	0.84%	0.87%	0.51%	0.60%	0.94%	0.80%	0.57%	0.88%	0.78%	0.98%	0.29%	0.34%	9.77%
2013	0.50%	0.56%	0.93%	0.23%	1.44%	-0.78%	0.03%	0.66%	0.18%	0.84%	0.74%	-0.03%	6.42%
2014	0.47%	0.66%	0.38%	0.23%	0.93%	0.81%	0.28%	0.97%	0.52%	-0.45%	1.13%	0.78%	7.93%
2015	1.63%	1.38%	0.82%	0.03%	-0.39%	-0.46%	-0.34%	0.46%	-0.35%	0.44%	0.38%	-0.79%	3.80%
2016	0.37%	-0.02%	0.70%	0.45%	0.99%	1.01%	0.78%	1.01%	-0.04%	-0.39%	-1.05%	0.74%	5.63%
2017	1.07%	0.54%	0.13%	1.20%	-0.63%	-0.59%	0.77%	0.00%	0.49%	1.00%	0.47%	-0.17%	4.34%
2018	-0.56%	0.01%	-0.67%	0.54%	-0.27%	0.49%	0.14%	1.12%	-0.38%

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual
2012	0.67%	1.47%	1.01%	0.48%	0.75%	-0.04%	0.38%	1.42%	1.07%	0.98%	0.50%	0.58%	10.71%
2013	1.14%	1.09%	1.29%	0.23%	2.28%	-0.91%	0.37%	0.92%	0.41%	1.09%	1.43%	0.17%	10.95%
2014	0.38%	0.41%	0.52%	0.21%	1.09%	0.77%	0.04%	1.33%	0.77%	-0.88%	1.63%	0.63%	8.12%
2015	1.79%	1.85%	1.42%	-0.16%	-0.15%	-0.55%	-0.32%	0.50%	-1.15%	0.43%	0.58%	-0.91%	4.32%
2016	0.32%	-0.72%	0.34%	0.87%	1.75%	0.86%	0.52%	1.53%	-0.22%	-0.49%	-0.77%	1.38%	6.47%
2017	1.28%	0.88%	0.42%	0.87%	-0.68%	-0.76%	0.84%	0.24%	1.00%	1.09%	0.72%	-0.07%	5.95%
2018	-0.46%	-0.01%	-0.67%	1.36%	-0.37%	0.72%	0.34%	1.28%	-0.45%

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual
2013						0.91%	2.71%	2.40%	0.38%	0.37%	3.36%	1.37%	12.05%
2014	2.49%	3.81%	3.11%	2.19%	3.38%	1.23%	-2.40%	3.38%	4.60%	5.92%	1.64%	0.95%	34.56%
2015	0.90%	2.01%	3.24%	1.84%	1.04%	1.54%	0.84%	0.49%	1.29%	1.29%	1.12%	0.95%	17.84%
2016	1.66%	2.42%	-3.54%	-2.76%	9.07%	0.76%	-1.16%	1.60%	0.60%	7.87%	0.44%	-1.00%	16.30%
2017	3.93%	-0.27%	0.42%	1.16%	-0.07%	0.32%	0.26%	-1.36%	-4.22%	-1.85%	-1.84%	0.28%	-3.40%
2018	-10.64%	-4.99%	-2.49%	-5.67%	-0.17%

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual
2012	11.94%	-6.92%	-9.64%	3.52%	25.30%	-15.59%	7.95%	-12.12%	10.66%	-7.29%	6.11%	21.21%	29.03%
2013	11.41%	4.22%	-8.06%	1.57%	2.90%	11.30%	7.03%	-11.70%	12.13%	-1.31%	20.39%	4.57%	63.49%
2014	-4.87%	-2.10%	5.23%	-4.32%	-5.86%	5.51%	-3.78%	-2.64%	23.16%	-1.12%	-4.00%	5.95%	8.08%
2015	4.64%	-9.91%	6.90%	3.88%	-2.22%	-2.48%	2.01%	12.48%	0.78%	-9.06%	3.18%	7.87%	16.83%
2016	7.82%	22.34%	-6.26%	1.00%	0.46%	13.93%	-3.50%	2.65%	-0.19%	0.41%	-1.84%	1.39%	41.23%
2017	-1.53%	1.48%	-1.42%	-2.08%	6.03%	2.9%	2.57%	2.09%	-1.27%	-4.19%	2.79%	-0.28%	6.86%
2018	4.85%	-2.37%	-2.79%	-4.90%	4.95%	-1.35%	0.09%	13.47%	2.17%

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual
2014	6.14%	6.92%	2.53%	3.67%	0.95%	3.41%	3.84%	2.67%	5.77%	2.33%	7.73%	2.81%	60.91%
2015	1.42%	3.94%	-2.72%	5.54%	1.34%	3.02%	2.27%	3.09%	-0.41%	1.88%	2.89%	1.39%	26.11%
2016	1.59%	-3.37%	5.10%	2.42%	2.73%	0.27%	3.82%	5.94%	1.46%	0.60%	-0.91%	-0.74%	20.19%
2017	-8.00%	-2.54%	2.06%	0.45%	-3.25%	2.34%	4.21%	-3.62%	-1.00%	-0.52%	-0.10%	1.65%	-8.57%
2018	-2.78%	4.30%	-0.72%	2.70%	0.50%	-4.78%	-5.94%	-6.15%	-3.41%

Performance

Aleda Capital offers four different investment strategies. These strategies have been selected to be used in a portfolio to cover the risk categories; conservative, Moderate, Balance, Assertive and Aggressive.

Utilis Strategy

Edulis Strategy

Elatus Strategy

Phyllo Strategy

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