Alternative funds

Our alternatives funds are designed to produce returns that are not as heavily influenced by either the direction or magnitude of change within the overall markets – both equity and fixed income. As a result of the funds' low correlation coefficients, adding alternative funds to an existing portfolio may:

• Provide additional diversification – performance tends to be less correlated to the ups and downs of the broader markets.
• Add return potential – including investments in non-traditional strategies, especially those outside the realm of typical mutual funds, can be a source of potential capital appreciation.

Through our alternatives funds, we provide our clients with access to investment strategies and areas of the financial markets that are often inaccessible through standard mutual funds, while also delivering daily pricing and liquidity.

Alternative fund capabilities