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Fund Information
Currency Trends Plus FundThe Value of DiversificationMost of the fund's Currency Components have a low or negative correlation to one another as well as the more traditional equity and fixed income markets. This non-correlation helps to reduce overall risk and volatility in investment portfolios. It is important to note that different time frames will result in different correlations. As illustrated below, the FXTI has historically exhibited performance that is independent of traditional equities and fixed income investments. Over the last 10 years, the index has sustained returns greater than that of the S&P 500 and Barclays Aggregate while maintaining relativley low volatility.
* Value of a hypothetical $10,000 investment to the below indexes for the time period 6/1/01 to 6/1/11. |
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The above indexes were selected to represent a broad array of asset classes. You cannot directly invest in an index. Index annual total returns do not reflect any management fees, transaction costs or expenses. Past Performance does not guarantee any future returns. There are special considerations associated with each of the strategies mentioned and they are not suitable for all investors. None of the Strategies can guarantee a return in a declining market. Additionally, an investor could lose all or a substantial amount of the investment.
The key benefits of employing a currency futures strategy in investor portfolios:
- Provides access to the currency asset class through a rules-based index approach
- Provides access to broad basket of Developed and Emerging market currencies within one investment
- Currencies as an asset class generally exhibit low levels of volatility providing opportunity to employ leverage
- Historically, currencies have shown a low correlation to both stocks and bonds
- Each currency can profit independently whether there is a rise or fall in the U.S. dollar
- Can be employed as a “strategic” allocation to an overall portfolio
| Why Invest in Currencies | About the Index | The Fund | The Benefits |