Valu-Trac Investment Funds ICVC - VT Protean Capital Elder Fund I Net Income

The Fund aims to generate income with the potential for capital growth over the long term (5 years).

The Fund will invest at least 70% in a mixture of transferable securities, bonds, equity linked debt instruments, financial derivative instruments, and government bonds. There will be no particular emphasis on any geographic or industrial sector, but there will be significant exposure to particular financial institutions through the use of certain types of derivatives.

Investors should be aware that this Fund may not be appropriate for those planning to withdraw their money within 5 years. Additionally, the use of derivatives for meeting investment objectives and efficient portfolio management purposes may introduce additional risks to the Fund.

https://www.valu-trac.com/administration-services/clients/protean/elder/