Catalyst/Aspect Enhanced Multi-Asset Fund Class A (CASAX)

Overview

The fund is designed for investors looking for long-term capital appreciation through investments primarily in equity securities of companies based in Asia and the Pacific Basin. This includes a broad spectrum of countries, ranging from emerging markets in Southeast Asia to developed economies like Australia and Japan. By investing in a mix of common stocks, preferred stocks, and securities convertible into common or preferred stocks, the fund aims to tap into the growth potential of the Asia-Pacific region. The strategy involves allocating at least 80% of its net assets, including borrowings for investment purposes, to this diversified portfolio, striving to achieve a balance between risk and return by capitalizing on the dynamism of the region.

Products and Services

• Equity Securities Investment

  The cornerstone of the fund's investment approach focuses on equity securities, including common stocks, preferred stocks, and convertible securities of companies in the Asia and Pacific Basin. This strategy leverages the growth potential of the region's markets, aiming to benefit from both dividend income and capital gains.

• Regional Focus: Asia and the Pacific Basin

  Investments target the dynamic and diverse economies within Asia and the Pacific Basin, covering both established and emerging markets. This geographic focus encompasses countries ranging from Australia and New Zealand to emerging economies across Asia, aiming to exploit regional growth trends and investment opportunities.