Archer Balanced Fund
The Archer Balanced Fund employs a total return strategy focusing on asset allocation as this method has proven to be an integral part of a portfolio’s return.
The Fund aims to outperform the Dow Jones Moderate Index with less volatility by investing in stocks and bonds at various percentages depending upon market conditions.
Archer Dividend Growth Fund
The Fund seeks to create a return on capital through dividends and distributions by investing in companies that have a history of paying dividends to shareholders.
The Fund aims to outperform the Morningstar Dividend Yield Focus Index over time through dividends and capital appreciation.
Archer Multi Cap Fund
The Archer Multi Cap Fund seeks capital appreciation through a blended active and passive investment approach and offers investors a diversified US equity portfolio in a single fund. Under normal circumstances, the Fund will hold up to 75 equity positions split between small-, mid-, and large-cap, US companies.
The Fund aims to outperform the S&P 500 over time.
Statement of Additional Information
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