The West Shore Real Return Income Funds seeks a combination of capital growth and current income to outpace inflation as measured by the Consumer Price Index.
To pursue its investment objective, the fund utilizes three core investment strategies: domestic income, global income and alternative investments. The fund will typically allocate 30-50% of its total assets to domestic income investments, 30-50% of its total assets to global income investments, and up to 20% of its total assets to alternative investments.
The Fund’s alternative investments strategy seeks to provide exposure to investments that have low to moderate correlation to traditional equity and fixed income investments. Investors will gain access to private equity instruments, including currency and commodity driven investments, collectibles, and hedge funds as well as other alternative strategies. (See prospectus for more details)
The Fund’s global income strategy seeks to provide current income and preservation of capital through investments in foreign securities that will aim to provide returns that exceed the rate of inflation. (See prospectus for more complete description)
The Fund’s domestic income strategy focuses primarily on equity securities of established U.S. issuers believed to offer attractive dividend yields, the potential for capital appreciation and dividend growth, and lower relative risk.