WBI Bull|Bear Trend Switch Series

Gain Broad Market Exposure with Risk Management

The WBI Bull|Bear Trend Switch SMA series offers a time-tested approach to combine low-cost indexing and risk management to help clients invest more successfully rather than trying to buy and hold through the market’s roller coaster of gains and losses.

Play Video

Simple solutions aiming to optimize bull and bear market cycles.

The WBI Bull|Bear Trend Switch SMAs are built upon more than 30 years of quantitative modeling experience and aim to give investors simple solutions to optimizing bull and bear market cycles. At WBI, our mission is to manage risk by preserving capital to help improve an investment portfolio’s compounding efficiency. The WBI Bull|Bear Trend Switch SMA series offers a time-tested approach to combine low-cost indexing and risk management to help clients invest more successfully rather than trying to buy and hold through the market’s roller coaster of gains and losses.

Navigating Market Volatility

2018 was a volatile year for the markets in the United States and around the world. Major domestic indexes were up considerably to start the year, however, many ended in the red. The WBI Bull|Bear Trend Switch SMAs responded to market signals and ended the year in positive territory. 

The new WBI Bull|Bear Trend Switch SMA series takes the time-tested trend analysis aspect of our quantitative process and offers these trend-following equity and bond models in six standalone SMA strategies.

Our Approach

Three Model Designs

Equity Model

Designed to combine macro-economic factors and technical market trends to produce a “risk on/risk off” or “bull/bear” indication directing the fund to hold equities or take a defensive position.

Bond Model

Considers interest rates, price momentum, yield, currency, and equity earnings. After analyzing these factors, the model seeks to pinpoint the most effective duration and the best credit opportunities for fixed income holdings.

Equity|Bond Model

Takes an equity position if trend signals are bullish and switches to the bond model when signals are bearish.

About the Strategies

The WBI Bull|Bear Trend Switch SMAs aim to help moderate investors meet their goals:

Lower Volatility

Lower volatility and risk leading to less loss in bear markets

Increase Compounding

Improve an investment portfolio’s compounding efficiency

Quantitative Process

Analyzes macro-economic factors and technical market trends weekly

Strategy “Risk on" and “Risk Off” Exposures

The Equity models are designed to combine macro-economic factors and technical market trends to produce a “risk on” / “risk off” or “bull/bear” indication directing the fund to hold equities or take a defensive position. Learn more about the process here.

Strategy Name“Risk On” Exposure“Risk Off” ExposureStrategy Inception
WBI Bull|Bear Trend Switch US 1000US Large CapUS Short-Term Treasuries7/31/1992
WBI Bull|Bear Trend Switch US 1000|BondUS Large CapUS Fixed Income10/31/2017
WBI Bull|Bear Trend Switch US 2000US Small & Mid-CapUS Short-Term Treasuries9/29/2017
WBI Bull|Bear Trend Switch US 2000|BondUS Small & Mid-CapUS Fixed Income10/31/2017
WBI Bull|Bear Trend Switch US BondUS Fixed IncomeUS Short-Term Treasuries2/28/2018
WBI Bull|Bear Trend Switch US 3000|BondUS All CapUS Fixed Income2/28/2019

Get Started With Trend Switch

Financial advisors can request a call with our wholesale team. Retail investors are encouraged to contact their financial advisor for more information.

IMPORTANT INFORMATION

Past performance does not guarantee future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all of the time and there is always the possibility of loss. You should not assume that any discussion or information provided here serves as a substitute for personalized investment advice from WBI or any other investment professional. If you have questions regarding the applicability of specific issues discussed to your individual situation, please consult with WBI or your chosen professional advisor. This information is compiled from sources believed to be reliable, accuracy cannot be guaranteed. WBI’s advisory operations, services, and fees are in the Form ADV, available upon request. 

At times, market conditions and the particular Portfolio Strategy, may call for an allocation of 100% to cash or cash equivalents. If the portfolio strategy invests all or a substantial portion of its assets in cash or cash equivalents for extended periods of time, including when it is investing for temporary defensive purposes, it could reduce the strategy’s potential return as the limited returns of cash or cash equivalents may lag other investment instruments in a strong market.

Net of Fee Performance is net of the maximum WBI investment management fee. WBI uses a model fee approach which consists of netting down 100 bps from gross returns on a monthly basis. Gross of Fee Performance is presented for comparison of manager performance, and excludes the effects of the investment management fees charged by WBI.

Benchmark performance does not include deductions of transaction and custodial charges or investment management fees, which would likely reduce performance results. Because the strategy involves active management of a potentially wide range of assets, no widely recognized benchmark is likely to represent performance of any managed account. WBI managed accounts may own assets and follow investment strategies which cause them to differ materially from the composition and performance of the benchmarks shown. Indices are unmanaged and may not be invested in directly.

You are not permitted to publish, transmit, or otherwise reproduce this information, in whole or in part, in any format to any third party without the express written consent of WBI Investments, Inc. 

S&P 500 TR Index: includes a representative sample of large-cap U.S. companies in leading industries where all cash payouts (dividends) are reinvested automatically. Russell 2000 Index: measures the performance of small-cap U.S. companies. Bloomberg Barclays US Aggregate Bond TR Index: a component of the US Universal Index and covers the USD‐denominated, investment‐grade, fixed‐rate, taxable bond market of SEC‐registered securities.