What we do

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:

  • 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

How they work

Learn more about certain features of m+ funds.

See How


High level description of certain terms.

See Glossary


See our outstanding and matured m+ fund offerings.

View Funds