Kensington Defender Fund Institutional Class (DFNDX)

Overview

The fund is uniquely designed to offer investors an opportunity to engage in rising markets while mitigating risks typically associated with downturns. Through a meticulously constructed portfolio, the fund aims to balance exposure across various strategies, asset classes, and individual investments. This approach is centered around minimizing the potential impact of market declines on investment returns, thereby offering a more stable investment option for those seeking to preserve capital while pursuing growth. The fund's investment advisory team employs a dynamic strategy that encompasses Liquid Strategies, LLC’s Defender Model, an options overlay for income generation, and a managed futures strategy to diversify risks further and reduce correlation with traditional market movements. As a non-diversified fund, it focuses on leveraging specific opportunities rather than spreading investments across a wide array of securities, intending to maximize the potential return on investment.

Products and Services

• Liquid Strategies, LLC’s Defender Model

This innovative model is engineered to defend against market downturns by dynamically adjusting exposure based on prevailing market conditions. It is designed to decrease portfolio volatility and the risk of significant losses during adverse market movements.

• Options Overlay Strategy

A strategy designed to generate additional income for the portfolio by applying an options overlay. This involves the strategic use of options contracts to enhance returns or protect against downside risk, providing a complementary source of income to the fund's overall investment strategy.

• Managed Futures Strategy

This strategic component aims to profit from trends across global markets, including commodities, currencies, and interest rates, among others. By incorporating a managed futures strategy, the fund seeks to achieve diversification beyond traditional stocks and bonds, potentially reducing correlation to other investment strategies within the portfolio and enhancing returns during various market conditions.