About MAFCX
Abbey Capital Multi Asset Fund Class C is a diversified mutual fund designed to pursue long-term capital appreciation with a secondary focus on current income. The fund employs a multi-strategy approach by allocating assets across three core components: a managed futures strategy, a long U.S. equity strategy, and a short-duration fixed income portfolio. Its managed futures segment, executed by multiple managers, provides exposure to over 120 global markets—encompassing equities, commodities, bonds, interest rates, and foreign exchange—using derivatives such as futures, options, and swaps. The long U.S. equity strategy is managed using S&P 500 futures to achieve capital efficiency, targeting approximately 50% exposure to domestic equities. The fixed income portion, which is short in duration, aims to add stability and liquidity to the overall portfolio. Leveraging its expertise in systematic investing, Abbey Capital structures the fund to maintain a balanced mix of risk and return across diverse asset classes. The fund’s integrated approach seeks resilience in varying market conditions and offers investors access to strategies often uncorrelated with traditional stock and bond investments, playing a distinctive role in portfolio diversification within the mutual fund landscape.
Fund Family Abbey Capital
Category Alt Multi-Strategy
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol MAFCX
Share Class Class C Shares
Index S&P 500 TR
MAFCX had a total return of 19.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.11%.
