Overview

The US Opportunities fund is an equity overlay fund that aims to enhance the performance of a standard US equity portfolio. The fund’s bedrock is US equities. However, it uses derivative overlays to access additional opporunities. The US Opportunities fund only invests in US instruments.

The US Opportunities fund is benchmarked against the Nasdaq Composite, and S&P500.

Note: The US Opportunities fund is not currently taking outside capital and will launch in the near future. Contact us, or subscribe, to stay informed.