The OneEighty Fund is the patriarch of the Topturn fund family; the founding member.

Using a proprietary blend of primary assets as raw material, we set out to design an investment vehicle that can be both agile and strong.

Intended to act as a beacon for those seeking low volatility, the OneEighty Fund offers investors the potential for both stability and performance

PERFORMANCE AS OF MAR 31, 2017


1 Month

3 Month

YTD

1 Year
Since Inception
(09/01/2015)
Morningstar
Diversified Alt
0.29% 1.20% 1.20% 3.66% 2.12%
S&P500 Total
Return Index
0.12% 6.07% 6.07% 17.17% 16.75%
HFRX Global
Hedge Fund Index
0.03% 1.66% 1.66% 3.40% 1.24%
Topturn OneEighty
Fund
0.18% 3.41% 3.41% 5.67% 6.57%

Gross Expense Ratio 2.55%
Net Expense Ratio 1.92%

Performance data quoted represents past performance, which is no guarantee of future results. Investment return and principal value are historical and may fluctuate so that redemption value may be worth more or less than the original cost. Current performance may be lower or higher than what is quoted. Fee waivers may positively impact fund performance. Call 1-888-261-2884 for the most current month‐end performance. “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.

 

A Tactical Alternative

TOP-DOWN APPROACH

  • Uses a multi-factor, quantitative model
  • Identifies short and intermediate term trends with favorable risk and return potential
  • Indicators based on underlying asset class indexes

SECOND-LEVEL INDICATORS

  • Identifies the relative opportunities within the equity and fixed income markets
  • Based on trend following, rate-of-change, breadth, and mean-reversion
  • Utilizes small positions in commodity and currency markets to hedge interest rate, inflation, and exchange rate exposures
  • Determines final allocation, tactically investing across 16 different asset classes, using primarily Exchange Traded Funds (ETFs)

WANT TO LEARN MORE?

Read our Fund Literature and other documentation.

 

FUND LITERATURE & DOCUMENTS

 

 
 

DOWNLOAD FUND FACT SHEET