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.
The Fund seeks to maximize capital appreciation by investing in the most attractive equity investment opportunities regardless of company size, sector, industry, or country domicile.
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.
The Archer Focus Fund seeks consistent, long-term capital appreciation by investing in industry-leading companies with sustainable competitive advantages.
The Fund aims to outperform the S&P 500 over time.
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.
