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.
Investment Strategy
The Archer Balanced Fund seeks long-term growth of capital and in[1] come by employing a total return, asset allocation approach investing in a diversified portfolio of equity and fixed-income securities. Under normal circumstances, the Fund will invest up to 70%, but not less than 25% of its total assets in equity securities and at least 30%, but not less than 25% of its total assets in fixed income securities, cash and cash equivalents. The Fund’s fixed income allocation primarily targets short- to intermediateterm, investment-grade securities.
Characteristics
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Flexible approach typically invests 50% to 70% equity exposure at any time with the ability to move to cash should market conditions warrant.
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Focus on reduced volatility to provide superior risk-adjusted performance relative to the benchmark.
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Disciplined investment in financially sound companies which are selling below our estimate of intrinsic value.
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Ability to use alternative investments to protect a portion of The Fund during market declines.
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Minimal turnover to promote tax efficiency.
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Focus on shareholder value with a no load structure and a capped expense ratio.