Northern Lights Fund Trust II A (IUSA)

Overview

The described entity is an investment fund that primarily targets investments within the S&P 500, guided by a unique approach through its proprietary jobs, security, and growth (JSG) scoring methodology. The fund’s strategy involves selecting U.S. companies that exhibit high potential in terms of employment opportunities, security, and growth prospects, as determined by the Adviser's specialized scoring system. While the main goal is to surpass the general performance of the broad equity market, the fund also maintains a modest cash reserve, usually between 1 to 3% of its assets, to facilitate operational flexibility and potential liquidity needs.

Products and Services

• Equity Securities Investment

  Central to its offerings, the fund invests in equity securities, particularly of those U.S. companies listed within the S&P 500 index. These investments are carefully selected based on a proprietary methodology, emphasizing aspects such as job creation, security, and growth potential, which the Adviser believes are critical indicators of a company’s long-term value and stability.

• Proprietary JSG Scoring Methodology

  The fund employs a specialized scoring system to evaluate potential investments. This JSG (jobs, security, and growth) scoring methodology is an in-house developed tool used by the Adviser to assess and rank companies on their ability to contribute positively to economic indicators such as employment, secure operations, and scalability. This strategic assessment framework is fundamental to the fund’s investment selection process.

• Cash Management Strategy

  A part of the fund's management strategy involves holding a small portion of its assets in cash. This liquidity measure, typically ranging from 1 to 3%, is a strategic choice that allows for operational flexibility, including the ability to swiftly react to market opportunities or meet unforeseen withdrawals without disrupting the fund's investment posture.