The 361 Managed Futures Strategy Fund seeks to generate performance by employing a suite of systematic trading models that take positions (long, short, or cash) in U.S. equity index futures contracts.
Why Invest in the Fund
Alternative mutual fund with low correlations to broad markets offering true diversification.
Positive Absolute Returns
Fund seeks consistent, positive returns across all market cycles.
Counter-trend approach seeks to profit from short-term price extremes independent of market direction.
Growth of Hypothetical $10,000 Investment
Past performance does not guarantee future results.
The 361 Managed Futures Strategy Fund was ranked number 9 among 40 funds in the Stock Index category for the month of September 2020 based upon BarclayHedge's monthly net returns in the BarclayHedge performance database.
Market Turbulence Resulting from COVID-19. The outbreak of COVID-19 has negatively affected the worldwide economy, individual countries, individual companies and the market in general. The future impact of COVID-19 is currently unknown, and it may exacerbate other risks that apply to the Fund.
Investing involves risk, including possible loss of principal. Futures prices may be very volatile. The small margin required for futures contracts magnifies the effect of market volatility and allows the loss from a contract potentially to exceed the Fund’s initial investment. With short contracts, the loss is theoretically unlimited since the appreciation of the underlying asset also is theoretically unlimited. Fund assets not invested in futures are invested primarily in investment-grade bonds. Bond prices generally fall when interest rates rise. Frequent trading by the Fund may reduce returns and increase the number of taxable transactions. Concentration of its portfolio in relatively few issuers may make the Fund more volatile than a diversified fund.
You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, or summary prospectus, that contains this and other information about the Funds, call 1-888-736-1227. Please read the prospectus or summary prospectus carefully before investing.
The 361 Funds are distributed by IMST Distributors, LLC.
Total Returns* Returns shown over one year are annualized. Returns include the reinvestment of dividends and income.
Calendar Year ReturnsPast returns shown do not guarantee future results. Current performance may be lower or higher. Call 888-736-1227 for the latest month-end returns. Return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than original cost.
Correlation MatrixSource: Morningstar. Data from 01/01/12 to 09/30/20. The Fund is represented by the 361 Managed Futures Strategy Fund I (AMFZX), which was incepted on 12/20/11. Data is represented by the following sources: Domestic Equity by the S&P 500, Foreign Equity by the MSCI ACWI, Managed Futures by the Morningstar Managed Futures Category, Real Assets by the S&P GSCI, Fixed Income by the Barclays Aggregate Bond Index, and Cash by the FTSE 3 Month T-Bill Index.
Statistical Signature††Hit Ratio is the number of winning active signals divided by the number of total active signals. It
does not take into account how much was won or lost, simply if they are profitable.