Twelve Points Retirement Advisors 100% Equity Fund
NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors.
The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.
NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors.
The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.
The “Twelve Points Retirement Advisors 100% Equity CIT” is a Fund that seeks current income, capital preservation, and long-term capital appreciation and primarily invests the assets of the Fund among individual equities that provide exposure to U.S. domestic equity market. The Fund typically allocates approximately 100% of its assets to 20 equity securities, though this percentage can vary based on the Sub-Advisor’s tactical decisions. The Sub-Advisor’s investment process relies on proprietary quantitative models as well as the Sub-Advisor’s fundamental views regarding factors that may not be captured by the quantitative models. In addition, the Fund may invest in cash and cash equivalents or money market funds.