Investor suitability

For those who:

• want exposure to a portfolio of primarily commodity futures and other non-traditional asset classes
• are seeking to preserve capital through portfolio diversification using asset classes with historically low correlation to equities and bonds
• want capital appreciation over the long term
• can tolerate medium risk

Fund overview

The fund seeks to generate returns on investment in, trading in or exposure to commodity and financial interests. Using a disciplined rules-based investment process, the fund captures dominant trends long and short, agnostic to market direction and popular consensus. Risk management and capital allocation is systematic to preserve capital as the strategy’s core objective along with providing returns that are non-correlated to traditional equity, fixed income and most alternative strategies. A core goal is to provide performance and crisis alpha in times of significant equity correction.

Fund/ETF Facts (2024-03-28)

Minimum investment

$1,000,000 initial/$25 additional