m+ funds —Preservation, Buffered, and Growth—provide a defined outcome (a payoff), on a specified ETF, referred to as a Reference Asset, at a specified maturity date. m+ Contingent Income Funds aim to generate monthly income while managing downside risk on a portfolio of structured notes. The funds are intended to provide investors with greater certainty of investment results, compared to other alternatives, with a pre-determined amount of downside protection, enhanced upside, or both. All m+ funds are registered under the Investment Company Act of 1940 (the “1940 Act”) and are publicly offered funds:
What we do
- Are built on a fiduciary framework
- Provide daily liquidity at the fund’s net-asset-value (NAV)
- m+ Growth, Buffer, and Preservation Funds contain no bank or corporate credit risk
- Units of m+ funds are not listed on any securities exchange
Family of Funds
Income
Contingent Income funds aim to generate monthly income while managing downside risk.
Preservation
Preservation funds aim to help investors who may be concerned about market losses, maintain market exposure or to invest excess cash.
Buffered
Buffered funds aim to provide investors with a buffer against market losses with participation in market gains.
Growth
Growth funds seek to enhance market gains.
