m+ funds provide a defined outcome return on a specified ETF at a specified maturity date. The funds are intended to provide investors greater certainty of investment results, compared to other alternatives, with a predetermined amount of downside protection, enhanced upside, or both.
All m+ funds are registered under the Investment Company Act of 1940 and are publicly offered funds that:
• Are built on a fiduciary framework
• Provide daily liquidity at the fund’s net-asset-value (NAV)
• Contain no bank or corporate credit risk
• Are not listed on any securities exchange
• Can be customized to meet specific investment objectives
m+ Family of Funds
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
Learn more about m+ family of Funds
Alternative investment products and services offered by iCapital Securites, LLC, a registered broker-dealer, member of FINRA and SIPC, and subsidiary of iCapital, Inc. Defined Outcome Solution products and services offered by Axio Financial LLC, a registered broker-dealer, member of FINRA and SIPC, and subsidiary of iCapital, Inc.
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