Atlas U.S. Tactical Income Fund
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Investment Objective
Seeks to maximize total return, consistent with preservation of capital.
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Investment Policy
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The Fund seeks to provide long-term positive returns and to preserve capital through various market environments by managing portfolio duration, credit risk, and volatility. The Fund has the flexibility to invest across a variety of fixed-income asset classes, and the Fund is not managed to be compared to any specific index. The Fund has latitude to pursue opportunities across the fixed-income spectrum to create a diversified portfolio of varying maturities, including moving between sectors or across credit risk, and may have positive or negative duration. The Fund normally maintains an average portfolio duration of negative 3 years to plus 13 years. ​
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Why Invest in the Fund ?
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Explicit prohibition to invest in Puerto Rico government and corporate entities
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Helps retain tax benefits on income distributions and inheritance tax
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Daily subscription and redemptions at net asset value
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Diversified sources of income
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Performance figures represent past performance. Past performance is not a guarantee or an indicator of future results. Current performance may be lower or higher than performance shown. Investment return and principal value will fluctuate, so that Fund shares may be worth more or less than their original cost when redeemed.
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Import Risk Information, investing involves risk, including loss of principal. The value of the fund's shares, when redeemed, may be worth more or less than their original cost. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investment in the Fund are subject to investment risks, including, without limitation investment and market risk, fixed-income securities risk, mortage-backed securities risk, exchanged-traded fund risk, leverage risk, low-rated and below investment grade securities risk, large-cap stock risk, cybersecurity risk, derivatives risk, credit quality risk, LIBOR risk, foreign exposure risk, restriction and loss of tax benefits risk, risk of repurchase and reverse and repurchase agreements, equity risk, management risk, portfolio turnover risk, and infectious disease risk.
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This information is for use with concurrent or prior delivery of a fund propectus. Investors should consider the investment objective, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund(s) and should be read carefully before investing. The prospectus may be obtained at https://wwww.atlas-am.com or calling 1(855)969-8440.
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The Fund is distributed by Northern Lights Distributors, LLC, Memeber FINRA/SIPC.
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