Catalyst/Aspect Enhanced Multi-Asset Fund Class I (CASIX)
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Catalyst/Aspect Enhanced Multi-Asset Fund Class I Profile
| NASDAQ Exchange | United States Country |
Overview
The fund is an investment entity that aims to achieve its investment objective through a meticulously structured portfolio divided into two primary components. The first, a “Managed Futures Component,” comprises global financial and commodity futures, currency forwards, and various derivative contracts spread across several sectors or asset classes including currencies, interest rates, stock indices, metals, energy, and agricultural commodities. The second, a “60/40 Component,” is oriented towards investing in the U.S. equity and fixed income markets through financial futures and U.S. bond Exchange-Traded Funds (ETFs). Noteworthy is the fund’s non-diversified status, which implies it may invest more heavily in fewer assets, potentially increasing its risk and volatility compared to diversified funds.
Products and Services
- Managed Futures Component
This component focuses on investment in global financial and commodity futures, currency forwards, and derivative contracts related to a broad array of sectors or asset classes. These include but are not limited to currencies, interest rate instruments, stock indices, metals like gold and silver, energy sources such as oil and natural gas, and agricultural commodities including wheat, corn, and soybeans. The aim is to capture growth across diverse global markets and asset classes, potentially providing hedge against inflation and diversification benefits outside of traditional stock and bond investments.
- 60/40 Component
Designed to mimic the traditional 60/40 investment strategy, this component of the portfolio focuses on U.S. equities and fixed income markets through financial futures and U.S. bond ETFs. Specifically, it allocates 60% of its resources to equities and the remaining 40% to bonds in an attempt to balance the potential for higher returns with the stability provided by fixed income securities. This strategy is well-regarded for its potential to offer a balanced risk-return profile, making it a staple in many investors' portfolios.
