m+ funds provide a defined outcome (a payoff), on a specified ETF, referred to as a Reference Asset, at a specified maturity date. The funds are intended to provide investors 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 which:
What we do
- Are built on a fiduciary framework
- Provide daily liquidity at the fund’s net-asset-value (NAV)
- Contain no bank or corporate credit risk
Units of m+ funds are not listed on any securities exchange
Family of Funds
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.
