Congratulations are in order for the Attain Family of Funds following November – with all four funds posting gains and the Attain Short Term Fund hitting a new all time high after gains of +2.42% in November.
Most of the funds gains in November came from short commodity exposure, with energies the top performing sector in November with profits coming from short heating oil, crude oil, and natural gas trades.
P.S — get monthly performance numbers and research insights here.
| Fund | Nov. | YTD | Ann DD |
|---|---|---|---|
| Attain Relative Value Fund | +2.67% | +11.66% | -6.68% |
| Attain Short Term Alpha Fund | +2.44% | +6.08% | -8.23% |
| Attain Global Macro Fund | +2.52% | +3.47% | -7.69% |
| Attain Trend Following Fund | +0.79% | -24.32% | -25.34% |
| Liquid Alternative Comparisons | |||
| AQR Managed Futures Strategy I Mutual Fund (AQMIX) | +1.75% | +3.94% | -8.32% |
| 361 Managed Futures Strategy A Mutual Fund (AMFQX) | -0.63% | +0.08% | -9.09% |
| Managed Futures Mutual Funds | +2.68% | +0.67% | -7.15% |
Disclaimer: Past performance is not necessarily indicative of future results
Managed Futures Mutual Funds = The Morningstar Managed Futures Category Performance, showing an average of all Managed Futures mutual funds on their platform. Performance as of April 30th, 2015.
Annual DD = The worst drawdown experienced by the strategy for the calendar year.
Disclaimer: *The return numbers herein include estimates of the full month performance for the previous month, and include assumptions for accrued fees, the effect of additions and redemptions, and other factors which may cause the final numbers compiled by the fund administrator to differ slightly.
You should fully understand the risks associated with trading futures, options and retail off-exchange foreign currency transactions (“Forex”) before making any trades. Trading futures, options, and Forex involves substantial risk of loss and is not suitable for all investors. You should carefully consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more than your initial investment. Opinions, market data, and recommendations are subject to change without notice. Past performance is not necessarily indicative of future results. Commodity Futures Trading Commission (CFTC) rules require delivery of a disclosure document at or prior to the time an advisory or subscription agreement is delivered. The disclosure document includes the principal risk factors and costs of participating in a particular CTA or CPO program including the potential impact of fees and expenses, the “break-even point” expressed both as a dollar amount and as a percentage return necessary to recover one’s initial investment, if applicable. The CFTC has not passed upon the merits of participating in any one particular investment or on the adequacy or accuracy of any one disclosure document.
Disclaimer
The performance data displayed herein is compiled from various sources, including BarclayHedge, and reports directly from the advisors. These performance figures should not be relied on independent of the individual advisor's disclosure document, which has important information regarding the method of calculation used, whether or not the performance includes proprietary results, and other important footnotes on the advisor's track record.
Benchmark index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices such as survivorship, self reporting, and instant history.
Managed futures accounts can subject to substantial charges for management and advisory fees. The numbers within this website include all such fees, but it may be necessary for those accounts that are subject to these charges to make substantial trading profits in the future to avoid depletion or exhaustion of their assets.
Investors interested in investing with a managed futures program (excepting those programs which are offered exclusively to qualified eligible persons as that term is defined by CFTC regulation 4.7) will be required to receive and sign off on a disclosure document in compliance with certain CFT rules The disclosure documents contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA, as well as the composite performance of accounts under the CTA's management over at least the most recent five years. Investor interested in investing in any of the programs on this website are urged to carefully read these disclosure documents, including, but not limited to the performance information, before investing in any such programs.
Those investors who are qualified eligible persons as that term is defined by CFTC regulation 4.7 and interested in investing in a program exempt from having to provide a disclosure document and considered by the regulations to be sophisticated enough to understand the risks and be able to interpret the accuracy and completeness of any performance information on their own.
RCM receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. The listed manager may also pay RCM a portion of the fees they receive from accounts introduced to them by RCM.
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