One fund,
a balanced approach

Archer Balanced Fund

 

The Archer Balanced Fund employs a total return strategy focusing on asset allocation as this 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.

Please reload

Investment Strategy

The Archer Balanced Fund seeks long-term growth of capital and income by employing a total return, asset allocation approach investing in a diversified portfolio of equity and fixed income securities. The Fund typically maintains between 50% and 70% of assets in equity securities and has the ability to hold a significant allocation in cash should market conditions warrant. The Fund’s fixed income allocation primarily targets short- to intermediate-term, investment grade securities.

Characteristics

  • Flexible approach typically maintains 50% to 70% equity exposure at any time with the ability to move to cash should market conditions warrant.

  • Focus on reduced volatility to provide superior risk-adjusted performance relative to the benchmark.

  • Disciplined investment in financially sound companies which are selling below our estimate of intrinsic value.

  • Ability to use alternative investments to protect a portion of The Fund during market declines.
     

  • Minimal turnover to promote tax efficiency.

  • Focus on shareholder value with a no load structure and a capped expense ratio.

Documents

Fact Sheet

Summary Prospectus

Q3 2020 Schedule of Investments

Q1 2021 Schedule of Investments