AXS Multi-Technique Alternate options Fund (KCMTX) wins SMArtX 2021 award for greatest risk-adjusted returns
The winners have been chosen from 725 methods obtainable on the SMArtX Advisory Options platform primarily based on annual efficiency information for the interval ending 12/31/2020. AXS Investments’ multi-strategy alternate options have competed with over 30 various funding methods and have been acknowledged for attaining the most effective risk-adjusted return alternate options.
“We’re delighted to have gained this distinguished distinction for our answer of multi-strategy alternate options for traders,” mentioned
The reliability and consistency of the technique’s efficiency are among the many many components that decide the 4-star ranking of the
The SMArtX Digital Awards 2021 have been introduced by varied celebrities together with
The efficiency information quoted represents previous efficiency and doesn’t assure future outcomes. Precise efficiency could also be decrease or increased than the efficiency information quoted. Funding returns and the worth of principal will fluctuate in order that an investor’s shares, when redeemed, could also be price roughly than the unique price. For the final month-end efficiency go to www.axsinvestments.com.
About AXS Investments
AXS investments is a number one various funding supervisor offering a various household of different and sustainable investments to traders searching for various sources of progress, earnings and diversification. The corporate permits traders to diversify their portfolios with investments beforehand reserved for bigger institutional and excessive web price traders. Investor-friendly AXS funds are time-tested, liquid, clear and managed by top-level portfolio managers with lengthy and stable monitor information. For extra info go to www.axsinvestments.com.
About SMArtX Advisory Options
SMArtX Advisory Options is the subsequent era managed account know-how supplier and manages SMArtX, a turnkey asset administration platform and the one platform to seamlessly provide conventional, various direct index methods. and liabilities in a unified managed account construction. The corporate can be licensing its proprietary managed account know-how to interchange serving to companies exchange legacy know-how and energy a number of funding platforms for RIAs, brokers and asset managers. Be taught extra about SMArtX consulting options at www.smartxadvisory.com.
About Morningstar Scores
Within the Morningstar Lengthy-Quick Fairness class, KCMIX and KCMTX acquired an total ranking of 4 stars and three stars, respectively, primarily based on risk-adjusted returns as of 12/31/2020. Each have been rated 3 stars out of three out of 188 funds over 3 years, 4 stars out of 148 funds over 5 years and 4 stars out of 49 funds over 10 years.
The Morningstar ™ ranking for funds, or “star ranking,” is calculated for managed merchandise (together with mutual funds, variable annuity and variable life sub-accounts, exchange-traded funds, funds fixed-capital and separate accounts) with at the very least three 12 months historical past. Alternate-traded funds and open-ended mutual funds are thought-about a single inhabitants for comparability functions. It’s calculated primarily based on a Morningstar risk-adjusted return measure that takes into consideration the variation within the month-to-month outperformance of a managed product, with extra emphasis on downward variations and rewarding constant efficiency. . The Morningstar Ranking doesn’t embrace any adjustment for promoting fees. The highest 10% of merchandise in every product class obtain 5 stars, the subsequent 22.5% obtain 4 stars, the subsequent 35% obtain 3 stars, the subsequent 22.5% obtain 2 stars, and the underside 10% obtain 1 star . The general Morningstar Ranking for a managed product is derived from a weighted common of the efficiency numbers related to its Morningstar Ranking Indicators over three, 5 and ten years (if relevant).
The weights are as follows: 100% three-year ranking for 36 to 59 months whole return, 60% five-year ranking / 40% three-year ranking for 60 to 119 months whole return, and 50% 10-year ranking / 30% five-year quote / 20% three-year quote for 120 months or extra of whole returns. Whereas the 10-year combination ranking formulation appears to provide probably the most weight to the 10-year interval, the latest three-year interval really has the best impression as it’s included in all three ranking intervals. The Morningstar ranking pertains to share courses I; different courses could have totally different efficiency traits.
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Disclosure of fabric dangers
There might be no assurance that the Fund will obtain its funding goal.
The Fund could put money into smaller, much less well-known corporations, which can be topic to extra erratic market actions than massive cap shares; international securities, that are topic to foreign money fluctuations and political uncertainty; and spinoff securities, which can contain market, credit score and liquidity dangers. The Fund may additionally have interaction briefly promoting actions, that are riskier than lengthy positions as a result of the potential loss in a brief sale is limitless. The Fund could use leverage and / or hedging methods which might fail if modifications within the worth of the spinoff usually are not correlated with the securities being hedged. These dangers can result in better volatility in share costs.
The dangers of futures contracts can come up from an imperfect correlation between actions within the value of devices and the value of the underlying securities. Using futures contracts by the Fund exposes the Fund to leverage threat attributable to low margin necessities relative to the worth of the futures contracts. Swap transactions could change the Fund’s publicity to lengthy or short-term rates of interest, international foreign money values, company borrowing charges or different components comparable to safety costs or inflation charge and may additionally have an effect on the volatility of the Fund. Promoting coated calls limits the upside potential of the underlying safety. Writing put choices could power the Fund to purchase the underlying securities in periods of falling costs. Premiums paid to purchase choices lose worth over time and might be totally misplaced if the choice expires earlier than it may be exercised. Safety in opposition to put promoting is proscribed to the strike value much less the premium paid. Investing in REITs includes dangers much like these related to investing in small cap corporations. Usually, the worth of mounted earnings securities decreases if rates of interest rise and will increase when rates of interest fall. Publicity to commodity markets (together with monetary futures) could expose the Fund to better volatility.
There are dangers related to investing, together with the doable lack of capital. Previous efficiency isn’t any assure of future outcomes. Diversification doesn’t guarantee income and doesn’t forestall losses. Buyers ought to rigorously contemplate the funding targets, dangers, fees and bills of the fund earlier than investing. To acquire a prospectus containing this and different vital info, please Click on right here to view or obtain a prospectus on-line. Learn the fund prospectus rigorously earlier than investing.
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