The Collar FundTM might serve as a possible portion for the overall portfolio because collars provide two key benefits, wealth preservation and low volatility. Adding the Fund to the asset mix can increase the stability of the total portfolio, especially during severe markets when traditional asset allocation has sometimes produced unsatisfactory results. The Fund's correlation to equities is expected to be fairly high, but the beta will likely be less than some other equity funds. This combination of high correlation and low volatility makes The Collar FundTM unique.
Where The Collar FundTM fits within the asset mix varies by investor. For investors such as Baby Boomers who may have shorter time horizons, the Fund might fill the Large Cap Core Equity assignment. For investors with longer time frames such as Pension Plans, Foundations and Endowments, the Fund might replace a portion of the bond holdings.
Advisor Conference Call Handouts (for times and dial-in instructions call: 1.877.817.0979)
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Mutual Funds involve risk including possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of The Collar Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-888-5-COLLAR (1-888-526-5527). The prospectus should be read carefully before investing. The Collar Fund is distributed by Northern Lights Distributors, LLC member FINRA. 0690-NLD-5/29/2009
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