About ABYIX
Abbey Capital Futures Strategy Fund Class I is an actively managed mutual fund designed to achieve long-term capital appreciation, with current income as a secondary consideration. The fund employs a multi-manager approach, allocating assets across a variety of managed futures strategies handled by leading industry specialists. Through this structure, it provides investors exposure to a wide array of global markets—including bonds, foreign exchange, and commodities—via both long and short positions, primarily through liquid futures contracts. Complementing this futures allocation, the fund maintains an actively managed portfolio of investment-grade fixed income securities, aiming to enhance diversification and liquidity.
A notable feature of the fund is its competitive cost structure, with no performance or hidden manager fees, and an institutional minimum investment. Its strategy focuses on exploiting diverse market opportunities and investor behavioral biases, which can potentially benefit portfolios regardless of equity market direction. The investment process draws on Abbey Capital’s extensive experience in manager selection and oversight, leveraging a robust, risk-aware framework. This approach is designed to bring alternative return sources and improve overall risk-adjusted portfolio outcomes for institutional investors seeking diversification beyond traditional asset classes.
Fund Family Abbey Capital
Category Systematic Trend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ABYIX
Share Class Class I Shares
Index S&P 500 TR
ABYIX had a total return of 12.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.33%.
