LoCorr Macro Strategies Fund Class I (LFMIX)

Overview

The fund operates with a dual-strategy approach to achieve its investment objectives. By dividing its assets between Managed Futures and Fixed Income strategies, the fund seeks to balance capital appreciation with interest income and principal preservation. This approach allows for diversification across commodity and financial markets for growth, while also maintaining a focus on investment-grade securities for stability and income generation. The blend of these strategies is intended to offer investors a comprehensive solution to managing their investments by targeting both growth and security in a varied market landscape.

Products and Services

• Managed Futures Strategy

  This strategy aims to capitalize on trends within the commodity and financial markets to produce capital appreciation. By identifying and investing in potentially profitable trends, this approach seeks to generate returns that are both robust and consistent over time, irrespective of the market cycle.

• Fixed Income Strategy

  Focused primarily on investment-grade securities, this strategy is designed to secure interest income while preserving principal. It emphasizes stability and income generation by investing in bonds and other fixed-income securities, providing a solid foundation to the fund's portfolio and helping to mitigate overall volatility.