Expenses and Dividends
About the Fund
AC Alternatives® Income Fund is designed to address a client's desire to generate consistent income while mitigating the risks of rising interest rates and heightened volatility through broad diversification, adept manager selection and dynamic portfolio construction.
Potential Benefits of the Fund
The fund is designed to help investors with challenging income environments. Replacing a portion of an investor’s equity, fixed-income or excess cash position with this fund may help provide:
Diversified Sources of Income
Low Correlation to Bonds May Offer Performance When Rates Rise
Diversification Opportunities When Traditional Investment Face Selling Pressure
How to Use this Fund
AC Alternatives Income seeks to offer a comprehensive solution for income generation and volatility reduction throughout market cycles and may be appropriate as a:
- Complement to Core Bonds: Clients concerned about rising interest rates might consider moving 10-20% of their core bond allocation to ALNNX.
- High-Yield Substitute: Clients concerned about the credit risk as they search for yield might consider ALNNX as a diversified income source with risk management and oversight.
- Alternative to Excess Cash: Clients concerned about market risks have led many to hold excess cash, consider allocating a portion of the excess to ALNNX.
Average annual total returns illustrate the annual compounded returns that would have produced the cumulative total return if the fund's performance had remained constant throughout the period indicated. Returns for periods less than one year are not annualized.
For periods prior to the inception of a class, performance is for the oldest class, restated with applicable fees, if any.