The Spectrum Advisors Preferred Fund

SVARX

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.

Ticker: SAPEX

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

An investment in mutual funds involves risk, including loss of principal. The principal risks associated with the fund are detailed in the prospectus and include risks of the Subadvisor’s investment strategy, bond risk, derivatives risk, emerging market risk, foreign investment risk, junk bond risk, leverage risk, management risk, market risk, mutual fund and ETF risk, short position risk, small and medium capitalization risk and turn over risk.

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.