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.
- Alternative Allocation: Clients looking for an alternative investment that seeks attractive risk-adjusted return, downside risk mitigation and current income might consider ALNNX as a dedicated offering within the alternatives allocation.
- Substitute for a Concentrated Income Fund: Clients concerned about the risk of investing in any single income-oriented asset class such as high yield or master limited partnerships (MLPs) might consider ALNNX as a diversified potential income source with risk management and oversight.
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.