Equinox managed futures mutual fund
Averaging 20 years of hedge fund and managed futures investing experience, the Equinox Institutional portfolio management team has deep research capabilities and a strong track record managing large, multi-strategy portfolios across the entire spectrum of liquid alternatives, including: Managed futures; Equity long-short; Arbitrage; Sector specific Mutual funds involve risk including possible loss of principal. There is no assurance that the Funds will achieve their investment objectives. There is a substantial risk of loss in managed futures, and there can be no guarantee that any managed futures program or the Equinox Funds will meet their intended objective; accordingly, an investment in Equinox Funds may not be suitable for everyone. EEHIX (I-share) is ranked as the #1 fund in the long-short equity category based on 5-year risk adjusted returns and received an overall Morningstar rating of 5 stars. The Fund also earns a 5-star rating out of 206 funds, and a 5-star rating out of 131 funds, based on overall, three, and five-year risk-adjusted returns, respectively as of 6/30/2019. The Equinox Chesapeake Strategy Fund accesses a long-term trend-following methodology, utilizing robust trading systems across a broadly diversified set of futures markets. Employing a systematic approach, the Fund seeks capital preservation, while attempting to provide positive annual returns. The fund has returned 9.15 percent over the past year, 0.53 percent over the past three years, and 4.58 percent over the past five years. Fees. Fees are High compared to funds in the same category. Equinox MutualHedge Futures Strategy Fd has an expense ratio of 2.70 percent. The fund makes a combination of investments (i) directly in an actively managed fixed-income portfolio comprised of cash, cash equivalents, securities issued by the U.S. government with one year or less term to maturity and money market funds and (ii) directly or indirectly in a diversified portfolio of futures contracts and futures-related Equinox MutualHedge Futures Strategy Fd Costs & Fees. Costs and Fees. Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory feeds, and marketing and distribution expenses.
1 Mar 2018 Equinox Chesapeake Strategy Fund Wins “Best Managed Futures Mutual Fund” Award. Email Print Friendly Share. March 01, 2018 12:57 ET
The following is a list of mutual funds and fund families that can be held in an account with Millennium Trust. 13D Funds. 1492 Capital Management. 1919 Funds. 3 Oct 2011 Many of the managed futures options available today in mutual fund fund, or the Equinox MutualHedge Frontier Legends Fund {MHFAX}). for homes, education, retirement, and other financial goals to mutual funds. As of early. 2017, more than price volatility risk, and/or managed futures roll yield risk . • Typically, mutual Epiphany Funds. Equinox Mutual Hedge Futures Strategy. Equinox Funds is a U.S. based investment manager headquartered in Princeton, NJ. Founded in 2003, initially as a specialist in multi-strategy managed futures.
31 Jan 2017 Fair fees” and “managed futures” have been the investment equivalent of an oxymoron.
Averaging 20 years of hedge fund and managed futures investing experience, the Equinox Institutional portfolio management team has deep research capabilities and a strong track record managing large, multi-strategy portfolios across the entire spectrum of liquid alternatives, including: Managed futures; Equity long-short; Arbitrage; Sector specific Mutual funds involve risk including possible loss of principal. There is no assurance that the Funds will achieve their investment objectives. There is a substantial risk of loss in managed futures, and there can be no guarantee that any managed futures program or the Equinox Funds will meet their intended objective; accordingly, an investment in Equinox Funds may not be suitable for everyone. EEHIX (I-share) is ranked as the #1 fund in the long-short equity category based on 5-year risk adjusted returns and received an overall Morningstar rating of 5 stars. The Fund also earns a 5-star rating out of 206 funds, and a 5-star rating out of 131 funds, based on overall, three, and five-year risk-adjusted returns, respectively as of 6/30/2019.
Momentum or trend-following is probably the most dominant alpha source that we see in the managed futures space. In fact in the Equinox Campbell Strategy Fund, it represents about 80% of the
See Equinox Campbell Strategy Fund (EBSAX) mutual fund ratings from all the top fund analysts in one place. See Equinox Campbell Strategy Fund 1 Mar 2018 Equinox Chesapeake Strategy Fund Wins “Best Managed Futures Mutual Fund” Award. Email Print Friendly Share. March 01, 2018 12:57 ET
Find the top rated Managed Futures mutual funds. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you.
The Equinox Chesapeake Strategy Fund accesses a long-term trend-following methodology, utilizing robust trading systems across a broadly diversified set of futures markets. Employing a systematic approach, the Fund seeks capital preservation, while attempting to provide positive annual returns. The fund has returned 9.15 percent over the past year, 0.53 percent over the past three years, and 4.58 percent over the past five years. Fees. Fees are High compared to funds in the same category. Equinox MutualHedge Futures Strategy Fd has an expense ratio of 2.70 percent. The fund makes a combination of investments (i) directly in an actively managed fixed-income portfolio comprised of cash, cash equivalents, securities issued by the U.S. government with one year or less term to maturity and money market funds and (ii) directly or indirectly in a diversified portfolio of futures contracts and futures-related Equinox MutualHedge Futures Strategy Fd Costs & Fees. Costs and Fees. Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory feeds, and marketing and distribution expenses. Founded in 2003, Equinox Funds has progressed from a specialist in multi-strategy managed futures investing to a comprehensive alternative investment provider.
Equinox Funds is a U.S. based investment manager headquartered in Princeton, NJ. Founded in 2003, initially as a specialist in multi-strategy managed futures. The EQUINOX FRONTIER BALANCED FUND is a broadly diversified managed futures fund that provides exposure to a portfolio of managed futures programs U.S. Bancorp Fund Services, LLC manages all accounting, administration, and compliance matter for the Equinox Campbell Strategy Fund. The mutual fund is distributed by Northern Lights Distributors, LLC, Member FINRA / SIPC.