HUNDREDFOLD SELECT ALTERNATIVE FUND MARKS 20 YEARS
The Hundredfold Select Alternative Fund (SFHYX/HFSAX) has marked its 20-year anniversary, celebrating a consistent history of ratings success and charitable giving. Implemented in June 2008, the fund's multi-asset investment strategy has received either a 4 or 5-Star Overall Morningstar Rating™ 96.9% of the time through August 2024 in its Tactical Allocation category. The fund, managed by Hundredfold Advisors, seeks above-average returns with below-average risk over a full market cycle.
Notably, Hundredfold Advisors has donated over $14 million to charitable projects through its supported organization, Simply Distribute. The fund's portfolio construction includes high-yield fixed income securities and alternative strategies, actively managed to anticipate and respond to market trends. Ralph Doudera, the fund's designer and portfolio manager since 2004, emphasizes its potential as a core holding in most investors' portfolios.
Il Hundredfold Select Alternative Fund (SFHYX/HFSAX) ha celebrato il suo 20° anniversario, festeggiando una storia coerente di successi nelle valutazioni e donazioni caritatevoli. Istituito nel giugno 2008, la strategia d'investimento multi-asset del fondo ha ricevuto una valutazione complessiva di 4 o 5 stelle di Morningstar™ il 96,9% delle volte fino ad agosto 2024 nella sua categoria di Allocazione Tattica. Il fondo, gestito da Hundredfold Advisors, mira a ottenere rendimenti superiori alla media con un rischio inferiore alla media nel corso di un intero ciclo di mercato.
È particolarmente notevole che Hundredfold Advisors abbia donato oltre 14 milioni di dollari a progetti caritatevoli attraverso la sua organizzazione sostenitrice, Simply Distribute. La costruzione del portafoglio del fondo include titoli a reddito fisso ad alto rendimento e strategie alternative, attivamente gestite per anticipare e rispondere alle tendenze di mercato. Ralph Doudera, progettista e gestore del portafoglio del fondo dal 2004, sottolinea il suo potenziale come un elemento fondamentale nei portafogli della maggior parte degli investitori.
El Hundredfold Select Alternative Fund (SFHYX/HFSAX) ha marcado su 20 aniversario, celebrando una historia consistente de éxito en valoraciones y donaciones benéficas. Implementado en junio de 2008, la estrategia de inversión multi-activo del fondo ha recibido una evaluación general de 4 o 5 estrellas de Morningstar™ el 96,9% del tiempo hasta agosto de 2024 en su categoría de Asignación Táctica. El fondo, gestionado por Hundredfold Advisors, busca rendimientos superiores a la media con un riesgo inferior a la media a lo largo de todo un ciclo de mercado.
Notablemente, Hundredfold Advisors ha donado más de 14 millones de dólares a proyectos benéficos a través de su organización apoyada, Simply Distribute. La construcción de la cartera del fondo incluye valores de renta fija de alto rendimiento y estrategias alternativas, gestionadas de forma activa para anticipar y responder a las tendencias del mercado. Ralph Doudera, diseñador del fondo y gestor de la cartera desde 2004, enfatiza su potencial como una posesión central en los portafolios de la mayoría de los inversores.
Hundredfold Select Alternative Fund (SFHYX/HFSAX)는 20주년을 맞아 일관된 평가 성공과 자선 기부의 역사를 축하합니다. 2008년 6월에 시행된 이 펀드의 다중 자산 투자 전략은 2024년 8월까지 전술적 배분(Tactical Allocation) 범주에서 96.9%의 확률로 모닝스타™에서 4 또는 5스타 종합 평가를 받았습니다. Hundredfold Advisors가 관리하는 이 펀드는 전체 시장 사이클에 걸쳐 평균 이상의 수익률을 목표로 하면서 위험은 평균 이하로 유지하는 것을 목표로 합니다.
특히 Hundredfold Advisors는 지원하는 조직 Simply Distribute를 통해 자선 프로젝트에 1400만 달러 이상을 기부했다는 점이 주목할 만합니다. 이 펀드의 포트폴리오 구성에는 고수익 고정 수익 증권과 대체 전략이 포함되어 있으며, 이는 시장 동향을 예상하고 대응하기 위해 능동적으로 관리됩니다. 2004년부터 펀드의 디자이너이자 포트폴리오 관리자였던 Ralph Doudera는 이 펀드가 대부분의 투자자 포트폴리오에서 핵심 보유 자산으로서의 잠재력을 강조합니다.
Le Hundredfold Select Alternative Fund (SFHYX/HFSAX) a célébré son 20e anniversaire, marquant une histoire cohérente de succès en matière d'évaluation et de dons caritatifs. Mise en œuvre en juin 2008, la stratégie d'investissement multi-actifs du fonds a reçu une note globale de 4 ou 5 étoiles de Morningstar™ 96,9 % du temps jusqu'en août 2024 dans sa catégorie d'Allocation Tactique. Géré par Hundredfold Advisors, le fonds recherche des rendements supérieurs à la moyenne avec un risque inférieur à la moyenne sur l'ensemble d'un cycle de marché.
Il est à noter que Hundredfold Advisors a fait don de plus de 14 millions de dollars à des projets caritatifs par le biais de son organisation soutenue, Simply Distribute. La construction du portefeuille du fonds comprend des titres à revenu fixe à haut rendement et des stratégies alternatives, gérées activement pour anticiper et répondre aux tendances du marché. Ralph Doudera, le concepteur du fonds et gestionnaire de portefeuille depuis 2004, souligne son potentiel en tant que composante essentielle dans les portefeuilles de la plupart des investisseurs.
Der Hundredfold Select Alternative Fund (SFHYX/HFSAX) feierte sein 20-jähriges Bestehen und kann auf eine konsistente Geschichte des Bewertungserfolgs und der Wohltätigkeit zurückblicken. Der Fonds, der im Juni 2008 ins Leben gerufen wurde, hat für seine Multi-Asset-Anlagestrategie bis August 2024 in der Kategorie Taktische Allokation eine Gesamtnote von 4 oder 5 Sternen laut Morningstar™ 96,9 % der Zeit erhalten. Der Fonds, der von Hundredfold Advisors verwaltet wird, strebt überdurchschnittliche Renditen bei unterdurchschnittlichem Risiko über einen vollständigen Marktzyklus an.
Bemerkenswert ist, dass Hundredfold Advisors über 14 Millionen Dollar für wohltätige Projekte durch seine unterstützende Organisation Simply Distribute gespendet hat. Die Portfoliokonstruktion des Fonds umfasst hochverzinsliche festverzinsliche Wertpapiere und alternative Strategien, die aktiv verwaltet werden, um Markttrends vorherzusehen und darauf zu reagieren. Ralph Doudera, der Designer und Portfoliomanager des Fonds seit 2004, betont dessen Potenzial als zentrale Position in den Portfolios der meisten Anleger.
- Consistent high Morningstar ratings (4 or 5-Star) 96.9% of the time since June 2008
- Over $14 million donated to charitable projects through Simply Distribute
- Actively managed multi-asset investment strategy for above-average returns with below-average risk
- 20-year track record of fund performance
- None.
The Fund Celebrates a Consistent History of Ratings Success and Giving Back
Hundredfold Advisors, sub-adviser to the fund, was created to support a corporate structure of giving away substantially all of its profits to a 501(c)(3) supported organization charity – Simply Distribute. The goal and mission of Simply Distribute is to support specific projects that are having immediate impacts on humanity. To date, over
The fund is actively managed in an effort to anticipate and respond to trends in the market. Portfolio construction begins with a basket of high-yield fixed income securities managed for steady returns and limited volatility. These securities are complemented with alternative strategies including a variety of short-term equity trading strategies, investments in long/short, absolute, or merger strategies, long/short commodity positions, and the ability to move into cash depending on market conditions.
Ralph Doudera, Managing Member and Portfolio Manager at Hundredfold Advisors designed the strategy and has been at the helm of the portfolio team since its inception in 2004. "I originally designed the fund to be the only fund an investor would own. That should give you a good idea of its intended characteristics," Doudera said. "Of course, today's portfolios are more robust as is market volatility. Now more than ever, the fund can be considered as a core holding in most investors' portfolios given the performance and risk management we have demonstrated," he continued.
Hundredfold Advisors, LLC is a sub-adviser to Advisors Preferred, a boutique asset manager. that manages mutual funds. Advisors Preferred, through its affiliated distributor, Ceros Financial Services, Inc., distributes these funds to financial advisors and financial professionals.
"We are extremely proud to be associated with Hundredfold Advisors. We are thrilled that the investment team has delivered leading performance and risk management," said Catherine Ayers-Rigsby, president of Advisors Preferred. "But knowing the impact they are making via Simply Distribute is truly rewarding," she continued.
*The fund, as represented by the Service Share Class (SFHYX), earned either a 4 or 5-Star Overall Rating™ for 187 of the 194 months from July 2008 to August 2024 including November 2019 to present. By contrast, the fund received either a 2 or 3-Star Overall Rating™ 7 of the 194 months that included July to September 2008, August to October 2014, and October 2019.
For more information about the Hundredfold Select Alternative Fund, visit www.hundredfoldselect.com, or www.advisorspreferred.com.
About Hundredfold Advisors LLC
Hundredfold was established in 2004 as a registered investment adviser under the Investment Advisers Act of 1940. Hundredfold provides successful active investment management specifically to the HUNDREDFOLD Select Funds. Sub-advisory fees earned by Hundredfold are passed through to a 501(c)(3) Supporting Organization. To learn more, visit www.hundredfoldselect.com.
The fund's investment decisions and performance are not influenced by the charitable giving program and investors do not directly contribute to these charitable activities through their investments in the fund.
About Advisors Preferred LLC
Advisors Preferred (www.advisorspreferred.com) empowers investment advisory firms to launch mutual funds. Acting as the advisor in a sub-advised structure, the firm collaborates with investment management firms to build their practices with actively managed mutual funds, by providing a turn-key solution as well as product consultation, market intelligence, product placement, sales reporting, compliance services, and advanced trading.
Ceros Financial Services, Inc., member FINRA/SIPC, serves as distributor to the funds and is a commonly held affiliate of Advisors Preferred. Advisors Preferred and Ceros are not affiliated with the funds' sub-advisers.
Past performance does not guarantee future results.
Investing in mutual funds involves risk, including loss of principal. Risks specific to the Hundredfold Select Alternative Fund are detailed here: https://hundredfoldselect.com/index.php/investor-materials. The Funds' prospectuses have additional details regarding the risks and should be read carefully.
There is no guarantee any investment strategy will generate a profit or prevent a loss. There is no guarantee the funds will achieve their investment objectives.
An investor should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. This and other information can be found in the funds' prospectus and summary prospectus, which can be obtained by calling 1-855-582-8006. The prospectus should be read carefully prior to investing.
© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Contact:
Brian Humphrey
Advisors Preferred
240-223-1965
bhumphrey@cerosfs.com
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SOURCE Advisors Preferred LLC
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