The Spectrum Advisors Preferred Fund
Protecting Capital In Volatile Equities
The fund is designed provide lower volatility equity exposure while limiting potential losses. It splits equity allocations into a variable exposure piece and a core holding piece allowing the fund to display lower volatility compared to the U.S. stock market while still capturing equity growth opportunities.
A Focus on Experienced Managers
The core equity piece in the Fund is a longer term hold of the most consistent and well performing equity fund managers.
Variable Exposure to Reduce Risk
The remaining holdings in the Fund’s portfolio are used to manage volatility in the core equity piece or use selective leverage to boost returns.
Investment Objective: The objective is to provide an actively managed equity mutual fund that seeks long-term capital appreciation and a strategy that pursues positive alpha while managing return volatility.
Total Annual Fund Operating Expenses: 2.63%
SAPEX Fact Sheet
SAPEX Strategy Focus
Investors should consider the investment objectives, risks, charges and expenses of the Spectrum Advisors Preferred Fund before investing. This information can be found in the Fund’s prospectus which should be read carefully prior to investing. To obtain a prospectus, please call Gemini Fund Services at 855-582-8006.
The Spectrum Advisors Preferred Fund is distributed by Ceros Financial Services, Inc., Member FINRA/SIPC. Ceros and Spectrum Financial, Inc. are not affiliated entities.
Advisors Preferred is a commonly held affiliate of Ceros.