Permanent Portfolio Class C (PRPHX)

Overview

This fund is a specialized investment vehicle that focuses on a mix of asset types to achieve its investment objectives. It has a unique asset allocation strategy, distributing its investments across gold, silver, Swiss franc assets, real estate and natural resource stocks, aggressive growth stocks, and dollar assets. The fund’s composition is distinctly structured with 20% in gold, 5% in silver, 10% in Swiss franc assets, 15% in real estate and natural resource stocks, 15% in aggressive growth stocks, and the remaining 35% in dollar assets. This diversified yet non-diversified fund aims to cater to investors seeking exposure to a mix of traditional and growth-oriented assets. By not diversifying further, it takes a focused approach, betting on the sectors and asset classes it believes will perform the best.

Products and Services

• Gold Investments

  This service allows investors to allocate 20% of their portfolio to gold. Investing in gold is considered a safe haven and a hedge against inflation, making it a crucial part of this fund's asset allocation.

• Silver Investments

  With a 5% allocation, silver investments offer a blend of industrial and investment demand to the fund’s portfolio. Silver, often seen as gold’s counterpart, provides diversification within the precious metals segment.

• Swiss Franc Assets

  The fund invests 10% of its assets in Swiss franc-denominated assets. This includes investments that can benefit from the strength and stability of the Swiss franc, often considered a "safe-haven" currency.

• Real Estate and Natural Resource Stocks

  This service involves a 15% allocation in real estate and natural resource stocks. It combines the potential high returns of real estate investment with the diversification and growth opportunities in natural resources.

• Aggressive Growth Stocks

  Targeting 15% of the fund's allocation, this investment in aggressive growth stocks is aimed at investors seeking higher returns. These stocks are selected based on their potential for rapid growth, despite the higher risk.

• Dollar Assets

  The largest allocation within the fund, at 35%, is invested in dollar assets. This includes a wide range of dollar-denominated investments, offering stability and liquidity to the portfolio.