ABOUT THIS FUND
This liquid alternatives fund seeks to provide positive absolute returns with true diversification through low correlation to stocks and bonds. We invest in a portfolio of traditional and nontraditional investable risk premia derived from equity, fixed income, currency and commodity asset classes. By targeting a broad collection of statistically independent sources of return, we believe we are in a position to create a more robust portfolio that provides, over time, a generally more stable source of return with a targeted volatility of 7% to 9%, significantly less than the long-term volatility of stocks.
WHY INVEST IN THIS FUND
Target Absolute Return
The portfolio seeks to deliver absolute returns over a full market cycle.
Seeks Constant Volatility
The portfolio targets 8% annualized volatility over a full market cycle.
The portfolio seeks to provide diversification through low correlation to traditional assets such as stocks and bonds.