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
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