Discussion:
Capital Preservation
(слишком старое сообщение для ответа)
999Vulcan
2018-02-11 19:30:18 UTC
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https://products.ljmfunds.com/fact-sheet

LJM Preservation and Growth Fund Class A

Investment Objective: The Fund seeks capital appreciation and capital preservation with low correlation to the broader U.S. equity markets

Fund Goals
- Aim to profit in various market conditions including range bound, flat, orderly rising, and especially orderly eroding markets
- Target low correlation with traditional equity investments and other alternative asset classes
- Intend to produce consistent positive returns over the long term (recommended investment timeline is a minimum two years)

Potential Fund Benefits
- Improved risk-adjusted returns by increasing portfolio diversification
- Access to a top alternative manager
- Enhanced equity portfolio returns
- Daily liquidity and transparency

Sales charge: 5.75%
Redemption fee: 1%
Management fee: 1.95%
12B-1: 0.25%

и что же мы получаем за такие, в общем-то, символические деньги?

https://finance.google.com/finance?q=LJMAX

-82% YTD

"capital preservation with low correlation" my ass...ets
"top alternative manager" indeed

Vanguard all the way!
999Vulcan
2018-02-11 19:32:10 UTC
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Post by 999Vulcan
https://products.ljmfunds.com/fact-sheet
LJM Preservation and Growth Fund Class A
Investment Objective: The Fund seeks capital appreciation and capital preservation with low correlation to the broader U.S. equity markets
Fund Goals
- Aim to profit in various market conditions including range bound, flat, orderly rising, and especially orderly eroding markets
- Target low correlation with traditional equity investments and other alternative asset classes
- Intend to produce consistent positive returns over the long term (recommended investment timeline is a minimum two years)
Potential Fund Benefits
- Improved risk-adjusted returns by increasing portfolio diversification
- Access to a top alternative manager
- Enhanced equity portfolio returns
- Daily liquidity and transparency
Sales charge: 5.75%
Redemption fee: 1%
Management fee: 1.95%
12B-1: 0.25%
и что же мы получаем за такие, в общем-то, символические деньги?
https://finance.google.com/finance?q=LJMAX
-82% YTD
"capital preservation with low correlation" my ass...ets
"top alternative manager" indeed
Vanguard all the way!
https://www.ljmfunds.com
MARKETS CAN BE ROCKY.
HARNESS VOLATILITY WITH LIQUID ALTERNATIVES

Volatility strategies don’t rely on stocks and bonds going up to provide positive returns. Incorporating volatility strategies into a traditional portfolio may improve diversification and increase the potential for higher returns over the long term.

лмао!
Сомнамбулик, ты упустил свой шанс!
999Vulcan
2018-02-11 19:34:57 UTC
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Post by 999Vulcan
лмао!
Сомнамбулик, ты упустил свой шанс!
...выступить в качестве lead plaintiff:)

Scott+Scott, Attorneys at Law, LLP Files Class Action Suit Against LJM Funds Management Ltd.

https://www.businesswire.com/news/home/20180209005755/en/ScottScott-Attorneys-Law-LLP-Files-Class-Action

The complaint alleges that Defendants violated provisions of the Securities Act by issuing false and misleading statements to investors, including in filings with the U.S. Securities and Exchange Commission (“SEC”). Specifically, Defendants made false and/or misleading statements and/or failed to disclose that LJMIX was not focused on capital preservation and left investors exposed to an unacceptably high risk of catastrophic losses. In addition, it is alleged that Defendants violated 17 C.F.R. 229.303 by failing to disclose the fact that LJMIX had not taken appropriate steps to preserve capital in down markets.

The truth emerged on February 5, 2018, when the S&P fell approximately 4.6 percent. In the wake of this drop, LJMIX plunged from a close price of $9.82 on February 2, 2018 to a close price of $1.94 on February 7, 2018, a massive loss of approximately 80 percent.

If you wish to serve as lead plaintiff, you must move the Court no later than April 10, 2018.

999Vulcan,
индексный лемминг

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