The Fund’s goal is total return and this may be accomplished by the defensive capital preservation strategies utilized by BTS. The Fund seeks equity-like returns with traditional bond-level risk. The Fund aims to rotate to the bond classes that have the highest potential return while implementing stop-loss measures to reduce downside volatility.
Most investors lump all bonds together and do not realize the varying returns that they may offer. BTS believes focusing on a set of core and satellite bond investments with low correlation to one another offers significant upside potential, but the more important upside is that there is a place to allocate assets when most traditional investments are losing value. That means that we are willing to allocate our portfolio to 100% cash if we believe that full safety is needed. This is what separates us from most mutual funds, the willingness to admit that buy and hold approaches are risky and not appropriate for most baby-boomers.
With 36 years of experience in bond portfolio management, BTS believes it brings a distinct approach to our investors. Many investors look for bonds to primarily provide them income. BTS believes that there is much more to bonds. By utilizing the price side of bonds, BTS believes that it has been able to offer clients favorable returns while reducing downside volatility. Now we bring our 3 decades worth of experience to the mutual fund arena, giving investors easier access to our investment approach. By attempting to be in the “right bond at the right time” instead of an over diversified approach we believe that bonds can still be the answer even in a rising interest rate environment.
The Barclays Capital Aggregate Bond Index is comprised of government securities, mortgage-backed securities, asset–backed securities and corporate securities with maturities of one year or more to simulate the universe of bonds in the market. Investors cannot directly invest in an index; unmanaged index returns do not reflect any fees, expenses or sales charges.
The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principle value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. A Fund’s performance, especially for very short periods of time, should not be the sole factor in making your investment decisions. For performance information current to the most recent month-end, please call toll-free 800-343-3040.
The BTS Tactical Fixed Income Fund is available through:
Matrix Financial Services
National Financial Services
Southwest Securities Clearing Services
Trust Company of America
For the latest availability: call 800-343-3040.