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HUNDREDFOLD SELECT ALTERNATIVE FUND MARKS 20 YEARS

HUNDREDFOLD SELECT ALTERNATIVE FUND MARKS 20 YEARS

百倍選擇替代基金標誌着20年
PR Newswire ·  09/12 19:30

The Fund Celebrates a Consistent History of Ratings Success and Giving Back

該基金慶祝評級、成功和回饋的持續歷史

BLOOMFIELD HILLS, Mich., Sept. 12, 2024 /PRNewswire/ -- Hundredfold Advisors announced that the Hundredfold Select Alternative Fund (SFHYX/HFSAX) has marked its 20-year anniversary. The Fund seeks above average returns with below average risk over a full market cycle. Implemented in June 2008, the fund's current multi-asset investment strategy (SFHYX) has received either a 4 or 5-Star Overall Morningstar Rating 96.9% of the time through August 2024 in its Tactical Allocation category*.

密歇根州布盧姆菲爾德希爾斯,2024年9月12日 /PRNewswire/ — Hundredfold Advisors宣佈,百倍精選另類基金(SFHYX/HFSAX)已迎來成立20週年。該基金在整個市場週期中尋求高於平均水平的回報和低於平均水平的風險。該基金當前的多資產投資策略(SFHYX)於2008年6月實施,截至2024年8月,其戰術配置類別的總體晨星評級爲96.9%,獲得了4或5星的總體評級*。

Hundredfold Advisors, sub-adviser to the fund, was created to support a corporate structure of giving away substantially all of its profits to a 501(c)(3) supported organization charity – Simply Distribute. The goal and mission of Simply Distribute is to support specific projects that are having immediate impacts on humanity. To date, over $14 million has been donated to these projects.

Hundredfold Advisors是該基金的副顧問,旨在支持將幾乎所有利潤捐贈給由501(c)(3)支持的慈善組織——Simply Distribute的公司結構。Simply Distribute 的目標和使命是支持對人類產生直接影響的特定項目。迄今爲止,已向這些項目捐贈了超過1400萬美元。

The fund is actively managed in an effort to anticipate and respond to trends in the market. Portfolio construction begins with a basket of high-yield fixed income securities managed for steady returns and limited volatility. These securities are complemented with alternative strategies including a variety of short-term equity trading strategies, investments in long/short, absolute, or merger strategies, long/short commodity positions, and the ability to move into cash depending on market conditions.

該基金受到積極管理,以預測和應對市場趨勢。投資組合的建設始於一籃子高收益的固定收益證券,這些證券的回報穩定,波動性有限。這些證券與另類策略相輔相成,包括各種短期股票交易策略、對多頭/空頭、絕對或合併策略的投資、多頭/空頭大宗商品頭寸以及根據市場條件轉爲現金的能力。

Ralph Doudera, Managing Member and Portfolio Manager at Hundredfold Advisors designed the strategy and has been at the helm of the portfolio team since its inception in 2004. "I originally designed the fund to be the only fund an investor would own. That should give you a good idea of its intended characteristics," Doudera said. "Of course, today's portfolios are more robust as is market volatility. Now more than ever, the fund can be considered as a core holding in most investors' portfolios given the performance and risk management we have demonstrated," he continued.

Hunderdfold Advisors的管理成員兼投資組合經理拉爾夫·杜德拉設計了該策略,自投資組合團隊於2004年成立以來一直領導該團隊。「我最初將該基金設計爲投資者唯一擁有的基金。這應該可以讓你很好地了解它的預期特徵,」 杜德拉說。「當然,當今的投資組合更強勁,市場波動也更強勁。鑑於我們所表現出的業績和風險管理,該基金現在比以往任何時候都更可以被視爲大多數投資者投資組合中的核心持股,」 他繼續說道。

Hundredfold Advisors, LLC is a sub-adviser to Advisors Preferred, a boutique asset manager. that manages mutual funds. Advisors Preferred, through its affiliated distributor, Ceros Financial Services, Inc., distributes these funds to financial advisors and financial professionals.

Hundredfold Advisors, LLC是管理共同基金的精品資產管理公司Advisors Preferreder的次級顧問。Advisors Preferred通過其附屬分銷商Ceros Financial Services, Inc. 將這些資金分配給財務顧問和金融專業人士。

"We are extremely proud to be associated with Hundredfold Advisors. We are thrilled that the investment team has delivered leading performance and risk management," said Catherine Ayers-Rigsby, president of Advisors Preferred. "But knowing the impact they are making via Simply Distribute is truly rewarding," she continued.

「我們爲能與百倍顧問合作感到非常自豪。我們很高興投資團隊實現了領先的業績和風險管理。」 Advisors Preferred總裁凱瑟琳·艾爾斯-裏格斯比說。她繼續說:「但是,知道他們通過Simply Distribute所產生的影響確實是有意義的。」

*The fund, as represented by the Service Share Class (SFHYX), earned either a 4 or 5-Star Overall Rating for 187 of the 194 months from July 2008 to August 2024 including November 2019 to present. By contrast, the fund received either a 2 or 3-Star Overall Rating 7 of the 194 months that included July to September 2008, August to October 2014, and October 2019.

*以服務股票類別(SFHYX)爲代表的該基金在2008年7月至2024年8月(包括2019年11月)的194個月中,有187個月的總體評級爲4或5星級。相比之下,該基金在包括2008年7月至9月、2014年8月至10月和2019年10月在內的194個月中獲得了2或3星的總體評級爲7分。

For more information about the Hundredfold Select Alternative Fund, visit , or .

有關百倍精選另類基金的更多信息,請訪問或。

About Hundredfold Advisors LLC
Hundredfold was established in 2004 as a registered investment adviser under the Investment Advisers Act of 1940. Hundredfold provides successful active investment management specifically to the HUNDREDFOLD Select Funds. Sub-advisory fees earned by Hundredfold are passed through to a 501(c)(3) Supporting Organization. To learn more, visit .

關於百倍顧問有限責任公司
Hundredfold成立於2004年,是根據1940年《投資顧問法》註冊的投資顧問。Hundredfold專門爲HUNDREDFOLD精選基金提供成功的主動投資管理。Hundredfold賺取的次級諮詢費將轉交給501(c)(3)支持組織。要了解更多信息,請訪問。

The fund's investment decisions and performance are not influenced by the charitable giving program and investors do not directly contribute to these charitable activities through their investments in the fund.

該基金的投資決策和業績不受慈善捐贈計劃的影響,投資者也不會通過對該基金的投資直接爲這些慈善活動捐款。

About Advisors Preferred LLC
Advisors Preferred () empowers investment advisory firms to launch mutual funds. Acting as the advisor in a sub-advised structure, the firm collaborates with investment management firms to build their practices with actively managed mutual funds, by providing a turn-key solution as well as product consultation, market intelligence, product placement, sales reporting, compliance services, and advanced trading.

關於顧問首選有限責任公司
Advisors Preferred () 授權投資諮詢公司推出共同基金。該公司在次級諮詢結構中充當顧問,通過提供一站式解決方案以及產品諮詢、市場情報、產品投放、銷售報告、合規服務和高級交易,與投資管理公司合作,建立積極管理的共同基金的業務。

Ceros Financial Services, Inc., member FINRA/SIPC, serves as distributor to the funds and is a commonly held affiliate of Advisors Preferred. Advisors Preferred and Ceros are not affiliated with the funds' sub-advisers.

Ceros Financial Services, Inc. 是FINRA/SIPC的成員,是這些基金的分銷商,也是Advisors Preferred的常設子公司。Advisors Preferred 和 Ceros 不隸屬於這些基金的次級顧問。

Past performance does not guarantee future results.

過去的表現並不能保證未來的業績。

Investing in mutual funds involves risk, including loss of principal. Risks specific to the Hundredfold Select Alternative Fund are detailed here: . The Funds' prospectuses have additional details regarding the risks and should be read carefully.

投資共同基金涉及風險,包括本金損失。這裏詳細介紹了百倍精選另類基金的特定風險:.基金的招股說明書中包含有關風險的更多細節,應仔細閱讀。

There is no guarantee any investment strategy will generate a profit or prevent a loss. There is no guarantee the funds will achieve their investment objectives.

無法保證任何投資策略都會產生利潤或防止損失。無法保證這些基金將實現其投資目標。

An investor should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. This and other information can be found in the funds' prospectus and summary prospectus, which can be obtained by calling 1-855-582-8006. The prospectus should be read carefully prior to investing.

投資者在投資前應仔細考慮基金的投資目標、風險、費用和開支。這些信息和其他信息可以在基金的招股說明書和招股說明書摘要中找到,可以通過致電1-855-582-8006獲得。在投資之前,應仔細閱讀招股說明書。

2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

2024 晨星公司版權所有此處包含的信息:(1) 是晨星的專有信息;(2) 不得複製或分發;(3) 不保證準確、完整或及時。晨星及其內容提供商均不對因使用這些信息而造成的任何損害或損失負責。過去的表現並不能保證未來的業績。

Contact:
Brian Humphrey
Advisors Preferred
240-223-1965
[email protected]

聯繫人:
布萊恩·漢弗萊
顧問首選
240-223-1965
[電子郵件保護]

SOURCE Advisors Preferred LLC

來源:顧問首選有限責任公司

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