Investor suitability

For those who:

  • want to invest in an optimized portfolio of alternative mutual funds and/or ETFs, designed for positive absolute returns over the long-term while minimizing downside risk
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

The fund seeks to provide positive absolute returns over the long-term, while minimizing downside risk by primarily investing in liquid alternative mutual funds and/or ETFs.

Fund/ETF Facts (2024-06-28)

Inception date


Asset class

Alternative Multi-Strategy

Income distribution


Minimum investment

$500 initial/$25 additional

Growth of $10,000