About REMIX
The Standpoint Multi-Asset Investor Fund is an open-end mutual fund designed with an all-weather investment approach, aiming to offer stable, positive absolute returns across varied market conditions. Its strategy incorporates a diversified blend of global equities, short-term U.S. Treasury bills, and a dynamic global macro program that employs multiple trend-oriented systems to capture opportunities in global futures markets. The equity allocation is moderately dynamic, typically ranging from 33% to 67%, and the fund maintains a substantial, laddered exposure to Treasury bills for liquidity and capital preservation, usually between 25% and 35% of assets. The macro component leverages futures to provide additional diversification and seeks to enhance returns, particularly during periods of market stress. The fund is structured to mitigate losses during adverse conditions while maintaining participation in positive market environments. With a minimum investment of $2,500 and a net expense ratio of 1.51%, the Standpoint Multi-Asset Investor Fund primarily serves investors seeking a diversified, risk-managed approach spanning major asset classes and systematic macro strategies, playing a distinct role in portfolios looking for resilience through multiple market cycles.
Fund Family Standpoint Asset Management LLC
Category Flexible Portfolio
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol REMIX
Share Class Investor Class
Index Index is not available on Lipper Database
REMIX had a total return of 5.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.05%.
