What a first year for the Attain Family of Alternative Funds, with three of four funds hitting all time highs to close the year. The Trend Following Fund posted its best yearly performance since 2010, while the Global Macro Fund hit double digits in just 10 months of trading, and the Short Term Fund backed up strong gains in ’13 with another positive year. Here’s why managed futures can do that, and here’s to more of the same in ’15.
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(Disclaimer: Past performance is not necessarily indicative of future results)
| Fund | Month | 2014 | Ann DD |
|---|---|---|---|
| Attain Trend Following Fund | +2.39% | +24.78% | -5.74% |
| Attain Global Macro Fund | +2.62% | +13.75% | -6.03% |
| Attain Short Term Alpha Fund | +1.54% | +8.73% | -14.07% |
| Attain Relative Value Fund | -9.35% | -9.13% | -10.37% |
| Liquid Alternative Comparisons | |||
| AQR Managed Futures Strategy I Mutual Fund (AQMIX) | +3.02% | +9.63% | -6.42% |
| 361 Managed Futures Strategy A Mutual Fund (AMFQX) | +0.71% | +4.88% | -2.56% |
| Managed Futures Mutual Funds | +1.81% | +9.24% | -2.16% |
Managed Futures Mutual Funds = The Morningstar Managed Futures Category Performance, showing an average of all Managed Futures mutual funds on their platform. Performance as of December 31st, 2014.
Annual DD = The worst drawdown experienced by the strategy for the calendar year.
Disclaimer: The return numbers herein include estimates of the full month performance for the previous month, and include assumptions for accrued fees, the effect of additions and redemptions, and other factors which may cause the final numbers compiled by the fund administrator to differ slightly.
Please refer to each fund’s disclosure documents for more information. Past performance is not necessarily indicative of future results. Futures trading is complex and presents the risk of substantial losses. As such, it may not be suitable for all investors. There is no guarantee that any investment product will achieve its objectives, generate profits or avoid losses.