THE BENEFITS OF INVESTING WITH US

Most traditional portfolios are largely dependent on the returns of the market. At Topturn, we believe in the power of true diversification. In our view, it makes little sense to remain static when you’re immersed in a totally dynamic environment.

 

Traditional portfolios, created with primary asset classes are good, but they’re generally made up of stocks and bonds, and are largely dependent on the market. If the market is up, they’re up.  If the market is down, they’re down, and they have no way to protect themselves when markets fall.

 

We created the OneEighty Fund because we believe investors and their advisors benefit from exposure to investments whose returns aren’t tied to the market.  That’s what true diversification is all about.  

 

FUND INFORMATION

Opened September 1, 2015

Available
Class Share:

Institutional

Ticker:

TTFOX

Minimum:

$100,000

Subsequent
Investment:

No Minimum

Current
Gross:

2.10%

Prospectus
Gross:

2.30%

Current
Net:

1.75%

Prospectus
Net:

1.92%

“Other Expenses” and “Acquired Fund Fees and Expenses” are based on estimated amounts for the current fiscal year. Topturn Fund Advisors, LLC, (the “Adviser”) has contractually agreed, until August 31, 2018, to reduce Management Fees and reimburse Other Expenses to the extent necessary to limit Total Annual Fund Operating Expenses to an amount not exceeding 1.75% of the Fund’s average daily net assets. The Current Expense Ratio is the expense ratio as a percentage of the Fund’s average daily net assets as of the date listed above. The Current Expense Ratio may fluctuate based upon a number of factors, including changes in the Fund’s net assets.

 

Growth of $10,000

HOW YOU CAN ACCESS THE ONEEIGHTY FUND

The OneEighty Fund is available in one “Institutional” share class with a $100,000 minimum investment. Any individual, institution, or also any financial advisor who wishes to help clients by aggregating client assets, may invest in this share class.

 

The fund is available through a variety of sources.


Through an advisor

Many investors prefer investing through a trusted financial advisor, because of the expertise and guidance they offer. We firmly believe that the benefits provided by these intermediaries are valuable.

 

Invest Directly

Please call +1 (888) 261-2884.

 

Invest Indirectly

You can also invest through an online brokerage account, where you can enjoy the convenience of having all of your mutual funds held in one account.

OneEighty Fund is available at many of the largest mutual-fund supermarkets, including Scott Trade, Schwab, and Pershing.


Financial advisors who wish to access the OneEighty Fund through a channel other than those currently listed above should contact Katy Dreher-Smith, (katyds@topturncapital.com). Katy will create other arrangements for accessing our Fund.