m+ funds provide a defined outcome return on a specified ETF at a specified maturity date. The funds are intended to provide investors enhanced control over investment results, compared to other alternatives, with a predetermined amount of downside protection, enhanced upside, or both.
Learn about the goal of m+ funds, their distinct categories, design principles, how advisors are deploying the funds in a portfolio setting, and more.
All m+ funds are registered under the Investment Company Act of 1940 and are publicly offered funds that:
Aim to help investors concerned about market losses maintain market exposure or invest excess cash.
Provide investors with a buffer against market losses with limited participation in market gains.
Seek to enhance market gains with full downside participation.
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1. m+ funds hold a static portfolio of exchange listed assets (exchange listed options backed by the Options Clearing Corp) in a 40 Act Registered fund (“UIT”) whereby Alaia Capital LLC is a “Portfolio Consultant” to the Trust
Securities products and services are offered by iCapital Markets LLC, a registered broker-dealer, member FINRA and SIPC, and an affiliate of iCapital, Inc. These registrations and memberships in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services discussed herein. Alaia Capital LLC and m+ funds are affiliated with iCapital Markets LLC. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.
