Utilizing a proprietary momentum-based approach, Defender is engineered to provide tactical, risk-balanced exposure across global investment markets and asset types including domestic and international equities, commodities, real estate and fixed income securities.
The Kensington Defender Fund seeks capital preservation and total return. Total return consists of capital appreciation and income.
Utilizing a momentum-based approach, the Fund seeks to provide tactical exposure across global investment markets and asset types including domestic and international equities, commodities, real estate and fixed income securities.
The key elements of the Model’s strategy are as follows:
Momentum-Based Approach
Using a momentum-based approach, the Fund seeks to provide tactical exposure across global investment markets and asset types including domestic and international equities, commodities, real estate, and fixed income securities.
Risk Mitigation
The use of non-correlated strategies that use active risk hedging to provide more consistent, less volatile results and seek to provide downside protection.
Income Generation
The Fund will seek to make quarterly income distributions from yield generated by Fund holdings as well as a proprietary overlay process used to collect option premium with a defined downside risk.
There is no guarantee any investment strategy will generate a profit or prevent losses and there is no guarantee the Fund will achieve its investment objective. Please refer to the Fund's Risk Definitions for more information.
Overview and track record of the Defender Fund Strategy that has been implemented into DFNDR
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Mutual Fund investing involves risk. Principal loss is possible.
Past performance is no guarantee of future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.
This website is for informational purposes only and should not be construed as a solicitation to buy or sell, or to invest in any investment product or strategy. Investing in securities markets involves risk and the degree of risk varies by the type of investment or strategy. For a complete list of the risks associated with each of our Strategies, please review the Strategy Brochure and Factsheet. Materials such as blog posts, newsletters or commentary may contain information deemed to be correct and appropriate at a given time but may not reflect our current views or opinions due to changing market conditions. No information provided on this website should be viewed as, or used as a substitute for individualized investment advice.
Advisory services offered through Kensington Asset Management, LLC.
Kensington Asset Management, LLC is the Adviser to the Managed Income Fund, the Dynamic Growth Fund, the Active Advantage Fund, and the Defender Fund distributed by Quasar Distributors, LLC. Member FINRA/SIPC. Kensington Asset Management, LLC is not affiliated with Quasar.
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