5-Year Fund Statistics are shown for share classes with five years of performance history. For Share Classes with less than five years of history, Class I Shares statistics are displayed.
- The Fund’s objective is to generate income from equities without equity volatility and deliver:
- An innovative solution to income generation in a low rate environment
- An alternative income stream to fixed income
- A risk profile similar to traditional bonds
- Low correlation to stocks and bonds
- The team uses a proprietary, systematic approach by investing in high-dividend securities and shorting highly correlated equity futures to help minimize equity risk and volatility