Tactical U.S. Market Strategy

The Tactical U.S. Market Strategy seeks long-term capital appreciation, with emphasis on the protection of capital during unfavorable market conditions. The strategy may increase its exposure to the U.S. equity market up to 130% of total assets when it believes that the risk of loss is justified by potential returns. The strategy may decrease its exposure to the U.S. equity market to as little as 0% of total assets, in an attempt to limit the effects of extreme market drawdowns, when it believes that the risk of loss is not offset by potential returns. The portfolios may hold positions in a variety of markets through instruments such as equities, ETFs, futures on equity indexes, fixed income securities and other instruments. Under normal market conditions the strategy will invest at least 80% of its net assets in investments that are tied economically to the U.S. Portfolio volatility is monitored and actively managed in an effort to maintain a more stable level of annualized volatility. The benchmark is the Standard & Poor’s US 500 TR Index.

For more information, please contact us at clientservices@alphasimplex.com.

DISCLAIMER

AlphaSimplex Group, LLC (“AlphaSimplex”) advises alternative investment strategies for financial professionals that are offered as part of the Natixis Funds family of mutual funds.  NGAM Distribution, L.P. (“NGAM Distribution”) is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by AlphaSimplex. NGAM Distribution and AlphaSimplex are affiliated. NGAM Distribution is located at 399 Boylston Street, Boston, MA 02116.

This website and the content therein is for informational purposes only and should not be considered a solicitation, advice, offer or a recommendation for any fund or security in any jurisdiction where such offer, solicitation or recommendation would be unlawful or unauthorized. This website is not directed to any person in any jurisdiction where, by reason of that person’s nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

BY ACCESSING THIS SITE, YOU ARE REPRESENTING AND WARRANTING THAT THE APPLICABLE LAWS AND REGULATIONS OF YOUR JURISDICTION ALLOW YOU TO ACCESS THE WEBSITE, AND THAT YOU HAVE UNDERSTOOD AND ACCEPTED THE TERMS, CONDITIONS AND RESTRICTIONS NOTED HEREIN, INCLUDING THE PROVISIONS UNDER THE TERMS OF USE FOR THIS WEBSITE.

DISCLAIMER

AlphaSimplex Group, LLC (“AlphaSimplex”) advises alternative investment strategies for financial professionals that are offered as part of the Natixis Funds family of mutual funds.  NGAM Distribution, L.P. (“NGAM Distribution”) is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by AlphaSimplex. NGAM Distribution and AlphaSimplex are affiliated. NGAM Distribution is located at 399 Boylston Street, Boston, MA 02116.

This website and the content therein is for informational purposes only and should not be considered a solicitation, advice, offer or a recommendation for any fund or security in any jurisdiction where such offer, solicitation or recommendation would be unlawful or unauthorized. This website is not directed to any person in any jurisdiction where, by reason of that person’s nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

BY ACCESSING THIS SITE, YOU ARE REPRESENTING AND WARRANTING THAT THE APPLICABLE LAWS AND REGULATIONS OF YOUR JURISDICTION ALLOW YOU TO ACCESS THE WEBSITE, AND THAT YOU HAVE UNDERSTOOD AND ACCEPTED THE TERMS, CONDITIONS AND RESTRICTIONS NOTED HEREIN, INCLUDING THE PROVISIONS UNDER THE TERMS OF USE FOR THIS WEBSITE.

 

DISCLAIMER

AlphaSimplex Group, LLC (“AlphaSimplex”) advises alternative investment strategies for financial professionals that are offered as part of the Natixis Funds family of mutual funds.  NGAM Distribution, L.P. (“NGAM Distribution”) is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by AlphaSimplex. NGAM Distribution and AlphaSimplex are affiliated. NGAM Distribution is located at 399 Boylston Street, Boston, MA 02116.

This website and the content therein is for informational purposes only and should not be considered a solicitation, advice, offer or a recommendation for any fund or security in any jurisdiction where such offer, solicitation or recommendation would be unlawful or unauthorized. This website is not directed to any person in any jurisdiction where, by reason of that person’s nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

BY ACCESSING THIS SITE, YOU ARE REPRESENTING AND WARRANTING THAT THE APPLICABLE LAWS AND REGULATIONS OF YOUR JURISDICTION ALLOW YOU TO ACCESS THE WEBSITE, AND THAT YOU HAVE UNDERSTOOD AND ACCEPTED THE TERMS, CONDITIONS AND RESTRICTIONS NOTED HEREIN, INCLUDING THE PROVISIONS UNDER THE TERMS OF USE FOR THIS WEBSITE.

 

DISCLAIMER

AlphaSimplex Group, LLC (“AlphaSimplex”) advises alternative investment strategies for financial professionals that are offered as part of the Natixis Funds family of mutual funds.  NGAM Distribution, L.P. (“NGAM Distribution”) is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by AlphaSimplex. NGAM Distribution and AlphaSimplex are affiliated. NGAM Distribution is located at 399 Boylston Street, Boston, MA 02116.

This website and the content therein is for informational purposes only and should not be considered a solicitation, advice, offer or a recommendation for any fund or security in any jurisdiction where such offer, solicitation or recommendation would be unlawful or unauthorized. This website is not directed to any person in any jurisdiction where, by reason of that person’s nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

BY ACCESSING THIS SITE, YOU ARE REPRESENTING AND WARRANTING THAT THE APPLICABLE LAWS AND REGULATIONS OF YOUR JURISDICTION ALLOW YOU TO ACCESS THE WEBSITE, AND THAT YOU HAVE UNDERSTOOD AND ACCEPTED THE TERMS, CONDITIONS AND RESTRICTIONS NOTED HEREIN, INCLUDING THE PROVISIONS UNDER THE TERMS OF USE FOR THIS WEBSITE.

 

DISCLAIMER

AlphaSimplex Group, LLC (“AlphaSimplex”) advises alternative investment strategies for financial professionals that are offered as part of the Natixis Funds family of mutual funds.  NGAM Distribution, L.P. (“NGAM Distribution”) is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by AlphaSimplex. NGAM Distribution and AlphaSimplex are affiliated. NGAM Distribution is located at 399 Boylston Street, Boston, MA 02116.

This website and the content therein is for informational purposes only and should not be considered a solicitation, advice, offer or a recommendation for any fund or security in any jurisdiction where such offer, solicitation or recommendation would be unlawful or unauthorized. This website is not directed to any person in any jurisdiction where, by reason of that person’s nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

BY ACCESSING THIS SITE, YOU ARE REPRESENTING AND WARRANTING THAT THE APPLICABLE LAWS AND REGULATIONS OF YOUR JURISDICTION ALLOW YOU TO ACCESS THE WEBSITE, AND THAT YOU HAVE UNDERSTOOD AND ACCEPTED THE TERMS, CONDITIONS AND RESTRICTIONS NOTED HEREIN, INCLUDING THE PROVISIONS UNDER THE TERMS OF USE FOR THIS WEBSITE.