3EDGE Asset Management
NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors.
The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.
NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors.
The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.
Collective investment trusts (CITs) have been edging out mutual funds for use in eligible retirement plans. With their lower operational costs, CITs have emerged as the more cost-effective, fiduciary-minded choice.
3EDGE TargetRisk Conservative Fund – The 3EDGE TargetRisk Conservative Fund (the “Conservative Fund”) is a globally diversified, multi-asset portfolio, invested across a wide variety of asset classes and geographies. Investment exposure is achieved primarily through the use of index exchange traded funds (ETFs). The portfolio seeks to focus more on preservation of capital and management of volatility. It may be appropriate for investors who are more risk averse, who may rely on the portfolio for current income or who are investing with a relatively shorter time frame (1-3 years), at least for this component of their overall liquid assets. The Conservative Fund does not necessarily focus on a particular target range for generating current income through dividends and interest, but rather takes a total return approach. Along with interest and dividends, the Conservative Fund will also rely on potential capital appreciation as a component of total portfolio returns.
3EDGE TargetRisk Moderate Fund – The 3EDGE TargetRisk Moderate Fund (the “Moderate Fund”) is a globally diversified, multi-asset portfolio, invested across a wide variety of asset classes and geographies. Investment exposure is achieved primarily through the use of index exchange traded funds (ETFs). The investment objective is to generate long-term capital appreciation and attractive risk-adjusted returns over full market cycles. The Moderate Fund may be appropriate for investors who are more focused on longer-term capital appreciation and have a time horizon of more than 3 years, at least for this component of an investor’s overall liquid assets.
3EDGE TargetRisk Growth Fund – The 3EDGE TargetRisk Growth Fund (the “Growth Fund”) is a globally diversified, multi-asset portfolio invested across a wide variety of asset classes and geographies. Investment exposure is achieved primarily through the use of index exchange traded funds (ETFs). The investment objective is to seek to generate long-term capital appreciation over full market cycles but with a lower risk profile in terms of volatility and maximum drawdown than a traditional all-equity portfolio. An appropriate time horizon for the Growth Fund would be more than 10 years, at least for this component of an investor’s overall liquid assets.