Vest US Large Cap 10% Buffer Strategies Fund Institutional Class (BUIGX)

Overview

The fund is positioned in the financial market as an investment entity that primarily focuses on utilizing FLEX Options to achieve its investment goals. It aims to replicate the returns of twelve distinct 10% Buffer Strategies, adhering to the principle of the 80% Test. This test mandates that at least 80% of the fund's net asset value is invested in portfolios or other investment companies that maintain portfolios of FLEX Options linked to a specific index. Designed with a non-diversified investment strategy, the fund targets investors seeking exposure to a unique blend of options-based strategies to manage risk and seek returns parallel to the index associated with the twelve 10% Buffer Strategies.

Products and Services

• FLEX Options Portfolio

This product offers investors the opportunity to invest in a portfolio of FLEX Options that are designed to track the returns of a specified index. These options provide a flexible investment approach by allowing the fund to adapt to changing market conditions, thereby aiming to replicate the performance of the twelve 10% Buffer Strategies. By dedicating at least 80% of its net assets to these instruments, the fund seeks to offer consistent performance aligned with its investment objectives.

• Non-Diversified Fund Strategy

Utilizing a non-diversified approach allows the fund to concentrate its investments in a portfolio of FLEX Options, enhancing the potential for significant returns from its chosen market strategy. This approach, however, also involves a higher level of risk compared to diversified funds, as the fund's performance is more directly tied to the specific instruments in its portfolio. Investors in this fund should be prepared for the possibility of more pronounced fluctuations in fund value due to this focused investment strategy.