m+ funds Expands Defined Outcome Fund Menu
m+ funds, a leading defined outcome investment manager offering buffered, growth and preservation funds, announced today the launch of the Defined Preservation 95 fund. Designed to deliver the positive price appreciation of SPDR® S&P 500® ETF Trust (SPY) up to a maximum amount while limiting negative returns to 5% - thereby preserving 95% of an investor's initial investment, subject to the fund's fees and expenses.
"Since launching our first buffered UIT over 2 years ago, m+ funds has continuously expanded our suite of defined outcome funds to meet demand for passive investment vehicles that achieve precise risk-return profiles," said Nicholas Parcharidis, Partner of m+ funds. "Our latest Defined Preservation 95 fund was created for investors who are concerned about a possible slowing economy, but are well aware of the potential benefits of remaining allocated to large cap equities."
New m+ funds, each with a specific defined outcome and linked to a particular ETF, are issued on an on-going basis, and each provides investors a way to gain, or retain, exposure to ETFs while shaping their risk/return investment profiles in a way that can be more closely aligned with their objectives. m+ funds have no corporate credit risk, offer daily liquidity, and are delivered via a publicly registered fund format.
Investors should consider the investment objectives, risks, fees and expenses of the fund carefully before investing. Please refer to the prospectus for full details, important disclosures as well as exceptions. Please read the prospectus carefully before investing. m+ funds are not FDIC insured, not bank guaranteed and may lose value.
ABOUT m+ funds
m+ funds is the marketing brand for Alaia Capital, an independent financial services firm. m+ funds offer investors defined outcome solutions on ETFs that are built around specific objectives - from capital preservation to growth. Learn more at www.mplusfunds.com.
Securities offered through Beech Hill Securities, Inc., a registered broker-dealer, member FINRA/SIPC. Learn more at www.beechhillsecurities.com.
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