Simplified Access to Defined Outcomes

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

VIEW AVAILABLE FUNDS

See our current and matured m+ fund offerings

m+ Family of Funds

PRESERVATION

Aim to help investors concerned about market losses maintain market exposure or invest excess cash

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BUFFERED

Provide investors with a buffer against market losses with limited participation in market gains

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GROWTH

Seek to enhance market gains with full downside participation

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Learn more about m+ family of Funds

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HOW THE FUNDS WORK

Learn more about certain features of m+ funds

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GLOSSARY

Definitions of key defined outcome terms

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CONTACT

Learn more about Axio from iCapital defined outcome solutions

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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