About EVOIX
Altegris Futures Evolution Strategy Fund Class I is an alternative mutual fund designed to provide long-term capital appreciation by blending managed futures with actively managed fixed income strategies. The fund employs an innovative approach that combines trend-following methodologies—typically used in global futures, options, swaps, and foreign exchange contracts—with exposure to a diversified portfolio of fixed income securities. This dual focus aims to deliver returns that are agnostic to market direction, seeking opportunities from both rising and falling price trends across major asset classes including equities, bonds, commodities, and currencies.
A distinguishing feature of the fund is its reliance on an option facility to access leading managed futures managers rather than traditional direct sub-advisory relationships, potentially providing unique diversification benefits. Approximately 60%–80% of its assets are allocated to actively managed fixed income funds, with significant exposure to strategies from established firms such as DoubleLine Capital. The fund seeks to offer portfolio diversification through low correlation with traditional asset classes and strives for risk mitigation during periods of heightened market volatility. Its manager selection process is robust, drawing from a wide pool to identify investment partners based on sustained performance and risk management expertise. This fund plays a distinctive role in portfolios targeting enhanced diversification and differentiated sources of return within the alternative investment segment.
Fund Family Winton Capital Management Ltd.
Category Systematic Trend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EVOIX
Share Class Class I Funds
Index ICE BofA US 3-Month T Bill TR IX
EVOIX had a total return of 19.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.15%.
