 |
|
“People hire us to make money…not to lose money… we always keep that in mind as we try to control risk.”
|
|
- Absolute Total Return Performance
- Asset Protection by Limiting Downside Risk
- Affordabillity and Convenience
All Utopia Funds share common investment objectives, philosophy, and strategy. Each Utopia Fund invests in equity and fixed income securities with varying degrees of emphasis. In addition, each Fund seeks to manage and limit downside volatility during any year using skills-based active management methods. Of course, there is no guarantee that a Fund will achieve its investment objective. The biggest risk is that a Fund’s returns may vary and you could lose money.
Utopia Funds investment objectives for our shareholders are:
Absolute Total Return Performance All Utopia Funds seek long-term absolute total investor returns through economically responsible investing in a global environment. Absolute total returns are positive returns or returns that are in excess of a shareholder’s investment and remain steady even when the stock and/or bond markets fall. Portfolio emphasis is as follows:
Each Fund is a non-diversified fund; compared to diversified funds, each Fund may invest a greater percentage of assets in a particular issuer or a smaller number of issuers. As a consequence, each Fund may be subject to greater risks and larger losses than diversified funds.
Asset Protection by Limiting Downside Risk Unlike index or other passively managed funds that often closely follow the market down at the expense of shareholder value, each of our Utopia Funds seeks to limit its downside volatility in any year (to a different extent) through asset allocation, hedging, leveraging and managing the balance between equity and fixed income investments. There is no assurance that the investment process will consistently lead to successful investing.
The funds may invest in securities without regard to market capitalization. Investments in securities of small- and medium sized companies may be subject to more abrupt or erractic market movements than larger, more established companies.
Please see the prospectus for a complete discussion of principal risks of investing in the funds.
