Introducing Smart Volatility

A smart new way to manage your money in today's volatile markets

Ticker: ABRVX

Introducing Smart Volatility

A smart new way to manage your money in today's volatile markets

Ticker: ABRVX

ABR Dynamic Blend Equity and Volatility Mutual Fund - ABRVX

Volatility is a new asset class and source of diversification.* Smart Volatility is designed to dynamically rebalance when market volatility is anticipated, with the intention to improve portfolio performance in turbulent markets.

It helps take the fear out of the fear index and represents an opportunity for investors to manage volatility as they would any other asset class in their portfolio.

The Fund is designed to hold exposures to equities, equity volatility and cash in approximately the same proportion as its weighting in the ABR Dynamic Blend Equity & Volatility Index℠ – Powered by Wilshire (ABRVXX).

  • The Fund’s exposure to the S&P 500 Total Return Index tends to increase in periods of relatively low market volatility.
  • The Fund’s exposure to the S&P 500 VIX Short-Term Futures Index tends to increase in periods of relatively high volatility.
  • At times, the Fund may also convert to a full cash position as necessary to remain consistent with the cash position weighting of the Index.

Want to get smarter about Smart Volatility? Visit ABR Dynamic Funds, LLC

Call us at 1-212-918-4664

* Volatility as an asset class, Todd Hawthorne, October 8, 2015, Pensions & Investments.

All investing involves risk including the possible loss of principal. The Fund's achievement of its objectives is not guaranteed. The Fund's strategies for managing volatility entail their own unique risks and it may not be suitable for some investors due to their financial circumstances and risk tolerance. Futures can be volatile and may cause the Fund's performance to be volatile. A fluctuation in an individual holding could have a relatively large impact because the Fund is not diversified. The Fund is not actively managed and so will not otherwise take defensive positions in declining markets unless such positions are reflected in the Fund's benchmark index. Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. To obtain a prospectus containing this and other important information please call (855) 422-4518 or click here to view or download a prospectus online. Read the prospectus carefully before you invest. Past Performance Does Not Guarantee Future Results. Distributed by Foreside Fund Services, LLC. © 2015 ABR Dynamic Funds, LLC