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Globevest Capital Balanced Class F2

GVC151
10.43
-0.01
-0.14%
2017-10-18
5 Years
  • Previous Close

    10.45

  • Net Assets

    3.43M

  • Yield

    1.81%

  • Front load

    None

  • Expenses

    -

  • Category

    Alternative Strategies

  • Morningstar Risk

    -

  • Morningstar Rating -
Profile

Name of Issuer

Globevest Capital

Fund Style

Open

Fund Manager

Patrick Proulx

Investment Style

-

The Fund aims an average return of 8% or more over a period of at least 3 years. It offers a high level of protection from 15% to 20% against stock market plunges, at options maturity. In the event of a surge, it will do very well, although possibly below stock indexes. In a market slightly bullish, it should realize a higher return than covered by the strategy. In a flat market, however, the Fund’s strategy should prove highly competitive, with absolute returns of some 6% to 11%.

Purchase Information

Initial Purchase 15,000
Initial Purchase: IRA 15,000
Initial Purchase: AIP NA

Inception

2012-10-16

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