Investment Objectives
The Pacifica Partners Tactical Balanced Fund seeks to achieve a balance between capital appreciation and capital preservation.
In order to accomplish this goal the fund invests in equities (stocks) and fixed income securities (bonds), as well as select alternative assets. A key focus of the fund is to over time manage the down-side volatility of the fund’s performance by employing a dynamic asset mix and sector rotation strategy.
Who Is This Fund For?
The Fund is ideal for investors that are looking for a unique and sophisticated investment product that is “non-indexed” yet provides diversified exposure to core asset classes and sectors while also managing downside market risks.
Why This Fund?
The dynamic asset mix and sector rotation, along with controlled use of alternative assets, makes the Tactical Balanced Fund unique from many comparable investment products. As a result, this fund is an alternative to traditional, “closet indexed” investments while still maintaining a strict focus on managing the fund's total portfolio risk.
In addition, the efficient fund structure and actively managed investment strategy provides seamless access to Pacifica Partners' investment style. To learn more about the fund's features click here.
To Learn more please visit our Fund Attributes section or
contact us for more information.
