Ocean Park Tactical All Asset Fund - C Class (SIRCX)

Overview

The fund operates as a "fund of funds," where its primary investment strategy focuses on diversifying investments across various asset classes by investing in a mix of open-end investment companies (mutual funds) and exchange-traded funds (ETFs). The fund's adviser employs a multi-asset diversification strategy to construct a portfolio that aims to meet the fund's investment objectives. This approach allows the fund to adopt a broad investment perspective, tapping into a wide array of underlying funds that span different security and investment categories, enabling it to respond to changing market conditions and opportunities.

Products and Services

• Open-End Investment Companies (Mutual Funds)

  The fund invests in various mutual funds as part of its strategy to achieve broad market exposure across different asset classes. This includes funds focusing on equities, bonds, and other securities, contributing to the fund's diversification and risk management practices.

• Exchange-Traded Funds (ETFs)

  Alongside mutual funds, the fund allocates investments in exchange-traded funds (ETFs), which offer liquidity and flexibility similar to stocks, coupled with the diversification benefits of mutual funds. ETFs in the portfolio may target specific sectors, geographic regions, or asset categories, enhancing the fund's ability to adapt its investment focus.

• Multi-Asset Diversification Strategy

  At the heart of the fund's investment approach is its multi-asset diversification strategy. By investing in a wide range of underlying funds that cover various securities and investment categories, the fund seeks to optimize returns while managing risk. This strategy enables the fund to navigate through market volatilities by spreading investments across different asset classes, thereby reducing the impact of adverse movements in any single market or investment type.