October 02, 2012
--- The Taylor Xplor
Managed Futures Strategy Fund was unveiled by Taylor Alternative Mutual Funds, providers
of alternative investment strategies. ---
The fund aims to
complement a traditional equity and bond portfolio, by offering low correlation
to markets, diversification across asset classes, reduced portfolio risk in
down markets and the potential for strong returns
The Taylor Xplor Fund invests both long and short in a variety of asset
classes, including commodities, currencies, equity indices and global interest
rates.
The fund was created
to meet the changing allocation needs of advisers and their clients resulting
from the 2008 financial crisis, which has led to artificially low interest
rates and global economic instability, said Kevin
F. McDonald, chief executive of Taylor Investment Advisors, adviser to the
Taylor Xplor Fund.
“Today’s investment
portfolios demand investments that are uncorrelated to market, business and
economic cycles, and that can perform in down markets,” said Barry F. Cronin, chief investment officer of Taylor Investment Advisors. “The
Taylor Xplor Fund seeks to meet these requirements and to offer investors an
‘all-terrain vehicle’ for navigating the hazardous roads ahead.”
The Taylor Xplor Fund
was created by a coalition of three investment firms. Taylor Investment
Advisors is fund adviser. BlackRock is the fixed-income sub-advisor and will
oversee management of the strategy’s cash portion. Xplor Capital is the trading
manager.
The fund can be
purchased through the Pershing Advisor Solutions platform or through a direct
transaction with custodian Union Bank, and will soon be
available on other investment platforms.
Jill Cornfield