SOURCE: Sterling Global Strategies

Sterling Global Strategies

Sterling Global Strategies

September 05, 2013 14:52 ET

Sterling Tactical Rotation Strategy Receives 5-Star Overall and 3-Year Morningstar Ratings

Sterling Global Strategies' Flagship Strategy Is One of Only a Handful of Strategies to Receive This Highest Rating in the Fast-Growing ETF Managed Portfolios Category

CARLSBAD, CA--(Marketwired - Sep 5, 2013) - Sterling Global Strategies (SGS), an ETF strategist providing tactical rotation models to individual and institutional investors, is pleased to announce that the Sterling Tactical Rotation Strategy has received the coveted 5-star Overall Morningstar Rating™, as well as the 5-star 3-year Morningstar Rating™, for the period ending 6/30/13. Out of the 352 strategies eligible for a star rating, only 10 achieved the highest ranking of 5-stars.

Sterling Tactical Rotation Strategy
Overall and 3-year
Morningstar Ratings
(as of 6/30/13)
  Category   Number in Category   Number Rated
5-star   World Allocation   633   352

Of the 10 ETF Managed Portfolios that earned a 5-star rating, Sterling ranked #3 for the 3-year performance ending 6/30/13.

Morningstar Rating™ is calculated on a quarterly basis for separate accounts with at least a three-year history. The top 10% of separate accounts in each category receive five stars. The Overall Morningstar Rating for separate accounts is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating metrics.

The 5-star rating comes just weeks after the Sterling Tactical Rotation became compliant with GIPS® (Global Investment Performance Standards), which provide an ethical framework for the calculation and presentation of investment performance for investment management firms. Morningstar requires that separate account management firms become GIPS compliant in order to receive a Morningstar ranking.

"We feel that our 5-star Overall and 3-Year ratings, our first ever rating by Morningstar since becoming GIPS compliant, truly validate the Sterling Tactical Rotation Strategy's mission to provide absolute returns in any market environment, while significantly reducing downside risk," said Mark Eicker, Chief Investment Officer at Sterling Global Strategies. "While we have earned numerous accolades and top rankings over the past three years, this is certainly the highest honor received -- a testament to our work in creating investment models that deliver both absolute returns and wealth preservation in any market cycle."

The Sterling Tactical Rotation Strategy replicates the methodology of the SGS proprietary Sterling Tactical Rotation Index, which can be followed on Bloomberg (STLGSTRR:IND), Google Finance (:STRRTR), and MarketWatch (XX:STRRTR).

Using a proprietary algorithm, the strategy seeks to provide absolute returns in each calendar year by using trend analysis to, on a monthly basis, identify and invest in the top two performing asset classes from a universes of six -- commodities, REITs, bonds, international and domestic equities, and cash. This consideration of cash as an asset class, to which the strategy can allocate up to 100%, serves as a defense during broad bear markets, potentially giving advisors the ability to significantly reduce downside risk.

Sterling Global Strategies was formed to provide advisors and investors with tactical investment strategies that could potentially reduce downside risk while providing positive returns in every calendar year. Each of Sterling's proven strategies are managed using a proprietary mathematical algorithm, enhanced with a risk management overlay that has the ability to invest 100% of assets in cash during broad market declines. The strategies can be accessed through a variety of platforms including Schwab, Placemark and TD Ameritrade.

© 2013 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. [Insert name of fund] was rated against the following numbers of U.S.-domiciled [insert name of category] funds over the following time periods: [insert number of funds in category during prior 3-year period] funds in the last three years, [insert number of funds in category during the prior 5-year period] funds in the last five years, and [insert number of funds in category during the prior 10-year period] funds in the last ten years. With respect to these [insert name of category] funds, [insert name of fund] received a Morningstar Rating of [insert number of stars for 3-year rating] stars, [insert number of stars for 5-year rating] stars and [insert number of stars for 10-year rating] stars for the three-, five- and ten-year periods, respectively. Past performance is no guarantee of future results.

Copyright ©2013 Sterling Global Strategies (SGS). WWW.STERLING-GS.COM. Past performance is no guarantee of future results. This material has been prepared solely for informative purposes. The information contained herein has been obtained from sources that we believe to be reliable, but its accuracy and completeness are not guaranteed. SGS may attempt to replicate the Sterling Tactical Rotation Index as one of its strategies, but it should not be assumed that replicating the index will result in similar performance. One cannot invest directly in the MSCI World, Citigroup World Govt Bond, or Sterling Tactical Rotation Index. Net composite performance is presented net of management fees, transaction costs, and custodial fees. The composite includes bundled fee portfolios that pay a fee based on a percentage of assets under management. Composite performance is presented net of foreign withholding taxes that are implicit in the funds held in the portfolio. Policies for valuing portfolios, calculating performance, prospectuses, and preparing compliant presentations are available upon request. This material is proprietary and may not be reproduced, transferred or distributed in any form. Advisory services provided by Sterling Wealth Management Group, Inc. (SWMG). SWMG is doing business as Sterling Global Strategies (SGS). Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 973.394.0404, Member FINRA/SIPC. 800.637.3211. Member FINRA/SIPC/MSRB

Contact Information