Equity Armor CITs
NOTE: THERE IS NO GUARANTEE THAT THESE INVESTMENT OBJECTIVES WILL BE ACHIEVED. UNITS IN THE FUND ARE NOT GUARANTEED OR INSURED BY THE TRUSTEE, ANY SUBADVISOR (AS DEFINED BELOW) OR ANY OTHER FINANCIAL INSTITUTION AND ARE NOT GUARANTEED OR INSURED BY ANY GOVERNMENT AGENCY. AN INVESTMENT IN THE FUND MAY LOSE VALUE.
NOTE: THERE IS NO GUARANTEE THAT THESE INVESTMENT OBJECTIVES WILL BE ACHIEVED. UNITS IN THE FUND ARE NOT GUARANTEED OR INSURED BY THE TRUSTEE, ANY SUBADVISOR (AS DEFINED BELOW) OR ANY OTHER FINANCIAL INSTITUTION AND ARE NOT GUARANTEED OR INSURED BY ANY GOVERNMENT AGENCY. AN INVESTMENT IN THE FUND MAY LOSE VALUE.
Equity Armor – Tactical Aggressive Allocation CIT
The EA Tactical Aggressive CIT is an aggressive enhanced growth strategy that prioritizes maximum growth potential. This strategy includes target allocation to 100% equities with the exception that the EA Tactical Aggressive CIT may also include up to a 2% allocation to the Money Market Fund (MMF), and the portfolio maintains a net-long volatility position at all times, using instruments such as options and futures on an exchange volatility index, with gold, cash, or other uncorrelated assets used when volatility is relatively expensive.
Equity Armor – Tactical Moderate Allocation CIT
The EA Tactical Moderate CIT is a defensive balanced strategy that prioritizes balance and moderate returns. This strategy includes target allocation to 50% equity and 50% fixed income with the exception that the EA Tactical Moderate CIT may also include up to a 2% allocation to the MMF, and the portfolio maintains a net-long volatility position at all times, using instruments such as options and futures on an exchange volatility index, with gold, cash, or other uncorrelated assets used when volatility is relatively expensive.
Equity Armor – Tactical Conservative Allocation CIT
The EA Tactical Conservative CIT is a risk-managed income strategy that prioritizes income generation. This strategy includes target allocation to 40% equity and 60% fixed income with the exception that the EA Tactical Conservative CIT may also include up to a 2% allocation to cash, money market mutual funds, US Treasury Bills and other instruments backed by the US Government (the “MMF”), and the portfolio maintains a net-long volatility position at all times, using instruments such as options and futures on an exchange volatility index, with gold, cash, or other uncorrelated assets used when volatility is relatively expensive.