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Upturn AI Summary
Man Active Trend Enhanced ETF(MATE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MATE
10/28/2026: MATE (2-star) is a SELL. SELL for 3 days. Simulated Profits (-0.19%). Updated daily EoD!
Man Active Trend Enhanced ETF (MATE) provides exposure to a systematic, trend-following strategy across a diverse set of global asset classes, including equities, bonds, and commodities. By utilizing proprietary quantitative models, the fund aims to capture market trends regardless of their direction. Its main strengths include the potential for non-correlated returns and institutional-grade management from Man Group. However, investors should be aware of the risks associated with derivative usage, potential losses during range-bound markets, and a higher expense ratio. It is best suited for investors seeking to diversify a traditional portfolio and who understand the role of systematic strategies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | MATE acts as a diversifier rather than a core growth driver, though it may capture gains during trend periods. |
| Momentum investor | Strong fit while signal remains positive | The fund is specifically designed to identify and exploit momentum signals across global asset classes. |
| Value investor | Weak fit | The trend-following nature of the fund ignores fundamental valuation metrics. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation via price trends rather than generating recurring yield. |
| Low-risk investor | Mixed fit | While it can hedge risk, the use of derivatives and leverage may introduce volatility that low-risk investors should monitor. |
Investor Profile
Ideal Investor Profile
Sophisticated investors seeking non-correlated returns and diversification to enhance a broader portfolio.
Suitability
Best suited for long-term investors looking to add an alternative strategy component to their existing portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Trend-following strategies can experience rapid changes in positioning, leading to short-term fluctuations. |
| Market risk | Medium | The fund is exposed to global market movements across equities, bonds, and commodities. |
| Concentration | Low | The fund maintains a broad, diversified exposure across many asset classes. |
| Tracking/expense | Medium | Active management costs are higher than passive alternatives. |
| Liquidity | Medium | Derivative markets are generally liquid, but market stress can impact execution. |
| Business/sector quality | Low | The strategy is model-driven rather than reliant on the quality of specific companies. |
Risk Analysis
Volatility
MATE's volatility is driven by the performance of its trend-following signals and can spike during reversals.
Market Risk
The fund is inherently exposed to systematic risk across global markets, though its ability to short assets provides a unique risk management profile.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | Global Equity Index Futures | 35 | These positions allow the fund to capture upward or downward trends in major global stock markets. |
| Fixed-income type | Global Government Bond Futures | 30 | Exposure to bond market trends helps provide diversification and a hedge against equity market volatility. |
| Commodity | Broad Commodity Futures | 20 | Commodity exposure adds a non-correlated return stream that reacts to supply and demand trends. |
| Derivatives | Currency Forward Contracts | 10 | Currency strategies capture trends in exchange rates to potentially enhance overall portfolio returns. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash is held primarily as collateral for the fund's derivative positions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 5.85% | Avg. Invested days 36 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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