The strategy seeks to generate consistent returns relative to risk and maintain low correlation to equity and bond markets. The Fund employs a multi-manager, risk balanced approach to portfolio construction, offering diversification across a variety of asset classes, investment styles, time frames, and strategies.
- Utilization of established and early stage hedge fund managers
- Designed to potentially provide an independent return stream, with limited stock/bond market correlation
- Focused portfolio of specialist managers with diversification across alpha sources**
- 40 Act compliance is managed at the overall Fund level providing the potential to optimize the benefits of each sub-adviser
Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.