The investment seeks income and capital appreciation. The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies: "Managed Futures" Strategy and "Fixed Income" Strategy. The Managed Futures strategy is designed to produce capital appreciation by capturing returns related to price trends in the commodity markets and financial markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.
Fund filings (PDF) »
David Kavanagh (Started: Mar 4, 2011)
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