Overview of the Eckhardt Managed Futures Strategy Fund
Investors now have access to the innovative Quantified Eckhardt Managed Futures Strategy Fund (QETCX) through the Schwab platform. This fund offers a distinctive opportunity, combining Bill Eckhardt's systematic trading methodology with fixed income investments, without the hassle of K-1 forms or performance fees. Designed for both retail and institutional investors, it makes this approach accessible like never before.
An Innovative Multi-Strategy Approach
The fund utilizes a multi-strategy framework, allowing investors and advisors simplified access to institutional-caliber managed futures. By focusing on both long and short positions across various markets, the fund maintains daily liquidity and streamlined 1099 tax reporting. This offers an innovative approach to portfolio diversification by implementing tactical asset allocation strategies that accommodate market fluctuations.
Access to Expert Trading Methodology
At the heart of the QETCX is Bill Eckhardt's renowned systematic trading approach, which has been successfully utilized in hedge funds since 1991. The fund capitalizes on Eckhardt Trading Company’s extensive methodology operating across more than 70 global futures markets, emphasizing a systematic trend-following technique. Bill Eckhardt, co-creator of the renowned Turtle Trading experiment, brings decades of experience to this opportunity, enriching the investment experience for participants.
Benefits of Investing in the Fund
Investing in the Quantified Eckhardt Managed Futures Strategy Fund not only enhances diversification but potentially improves returns across varying market conditions. With a focus on both upward and downward trends, the fund accommodates diverse investment needs by employing non-correlated strategies. This unconventional structure enables it to adapt effectively to changing market dynamics.
Insights from Industry Leaders
According to Jerry C. Wagner, president of Flexible Plan Investments Ltd., the blend of managed futures and fixed income investments presents unique opportunities for investors regardless of market conditions. By launching on the Schwab platform, the fund aims to meet the growing need for flexible investment solutions, allowing investors to navigate both favorable and unfavorable market scenarios with confidence.
Understanding the Fund’s Structure and Costs
The fund is structured in a way that prioritizes a disciplined approach to managed futures investing. With expense ratios set at 2.25% for Advisor Class and 1.65% for Investor Class, investors are advised to review the fund's prospectus carefully to understand the cost implications associated with their investment.
Company Overview: About Advisors Preferred LLC
Advisors Preferred LLC, headquartered in Rockville, Maryland, serves as the investment adviser to the Quantified Funds. The firm prides itself on delivering strategic and disciplined investment management, successfully managing assets exceeding $1.6 billion. This seasoned firm is committed to empowering individual and institutional investors alike.
Flexible Plan Investments Ltd.: A Leader in Tactical Management
Founded in 1981, Flexible Plan Investments Ltd. (FPI) is recognized as an expert in providing dynamic, risk-managed investment solutions. With approximately $1.5 billion in assets under management, FPI has established itself as a key player in tactical asset management, focusing on innovative strategies that effectively address investor needs.
About Eckhardt Trading Company
Eckhardt Trading Company, established in 1991, sets the standard for achieving success through research-driven managed futures trading systems. With over 30 years of experience, the company is a vital resource for institutional investors seeking to navigate the financial landscape with confidence. Its commitment to capturing global market trends across varying asset classes exemplifies its leadership in the trading space.
Frequently Asked Questions
What is the Quantified Eckhardt Managed Futures Strategy Fund?
The QETCX is a newly launched fund that offers investors access to a systematic trading strategy, combining managed futures and fixed income investments.
How does the fund report taxes for investors?
Investors receive simplified 1099 tax reporting, making the tax process straightforward compared to traditional K-1 forms.
What are the expected benefits of investing in the fund?
The fund aims to enhance portfolio diversification and provide potential returns in various market conditions through a disciplined and innovative strategy.
Who manages the Quantified Eckhardt Managed Futures Strategy Fund?
The fund is managed by Advisors Preferred LLC and utilizes methodologies from Eckhardt Trading Company alongside risk management by Flexible Plan Investments Ltd.
What are the current expense ratios for the fund?
The current expense ratios are 2.25% for the Advisor Class and 1.65% for the Investor Class.
