a balanced approach
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 invests 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.
Flexible approach typically invests 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.