.

 

 

 

Alternative Investment Funds

Attain’s Family of Funds provide low minimum access to top managers across various commodity based alternative investment strategies, with a focus on managed futures type crisis period performance and risk control.

 

Strategy Type April 2017 2017 YTD Max DD
+6.14%
+5.33%
(29.86%)
More Info
+5.13%
(11.92%)
(31.26%)
More Info
+1.19%
+5.20%
(23.57%)
More Info
Managed Futures Index
(0.16%)
(0.10%)
(11.63%)
Benchmark
Managed Futures Mutual Funds
(0.44%)
(0.61%)
(8.21%)
Benchmark
Commodity Index
(2.36%)
(7.42%)
(62.84%)
Benchmark

 

*YTD data presents all data through 1/31/17.  Past performance is not necessarily indicative of future results.

Platform Features

• $50,000 Minimum Investment, Accredited Investors Only
• Clients can transfer between any of the funds on the Platform
• Position Level Transparency
• Clients can see Fund Investment on statements at Schwab, Fidelity, & More
• 3rd party administration, transfer agent and custody services
• Institutional grade clearing, audit, and legal service providers
• Fund management fully separated from Investment Manager
• Registered Commodity Pools with the Commodity Futures Trading   Commission (CFTC)


PLATFORM_FEATURES_IMAGE

 

Trading Advisor Selection

Our selection process starts with identifying “right-sized” managers who fly under the radar by only managing 10s to 100s of millions instead of billions, believing these managers to be small enough to still access commodity markets like Cotton, Corn, and Cattle; yet large enough to have professional grade operations.

Our target universe is further filtered via statistical analysis of different strategy types, one on one meetings with managers, and “real-time due diligence” where we analyze trading and positions daily via managed accounts held through our parent company.

 

Customize Your Exposure

Attain eschews a ‘one size fits all’ or fund of funds approach for a consultative approach where we work with clients to find solutions that work for them. In an age of pre-packaged Alternative Mutual Funds and complex fund of funds, the Attain Family of Funds allows for a more customized and cost efficient exposure to CTAs with the ability to mix and match funds to meet your specific risk and reward parameters.

Learn More

See how we work with investment advisors to meet their alternative investment needs.

There is no guarantee that any investment product will achieve its objectives, generate profits or avoid losses.

Disclaimers & Notes to Performance Table

1. Trend Following performance does not include those classes of the Fund seeing a -13.94% writedown in Dec ’12 due to the Peregrine Financial bankruptcy. Short Term Alpha was traded via a different strategy prior to March 2012, and includes hypothetical performance for those dates adjusting the Trading Advisor’s Eco Global Opportunities program by 1.5x. Relative Value performance includes hypothetical performance prior to May 2011 which adjusts the Trading Advisor’s Emil Van Essen Spread Trading Program to reflect current position sizing levels. The Agriculture Fund is awaiting seeding, and performance reflects the M6 Capital Mgmt. trading program performance adjusted by 1.5x. All hypothetical results are adjusted by 1% annually for expected periodic expenses from fund operations. Please refer to each fund’s disclosure documents for more information.

2. The Managed Futures Index is the performance of the SocGen CTA Index, which measures the 20 largest managed futures programs reporting daily results and currently open to new investment, with constituents including Winton, Transtrend, Man AHL, Aspect, Graham, Campbell, and more.

3. Managed Futures Mutual Funds average equals the average as reported by Morningstar for their ‘managed futures category (cat 13)’. Please note there were very few mutual funds in that category early in the five year period.

©2017 Reliance Capital Markets II LLC. All Rights Reserved. | (312) 870-1520 | Legal & Disclaimers | Privacy Policy | Sitemap
The risk of loss in trading commodity futures contracts, whether on one's own or through a managed account or pooled ‘fund’, can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. You may sustain a total loss of the investment. The information contained within this website is provided to present general information on our services and managed futures platform, and is intended for informational purposes only. It should not be viewed as a solicitation for any specific fund, which requires investor qualification as an accredited investor and the receipt of an offering document. Futures trading and investments in such trading is not suitable for all investors. You should not rely on any of the information as a substitute for the exercise of your own skill and judgment in making such a decision on the appropriateness of such investments.