Why EXM Dynamic Credit fund ?

Our “Dynamic Credit Fund”, is a total oriented fund designed to generate consistent returns through a combination of income and capital appreciation investments .

The fund innovative risk management always seeks to deliver attractive returns and defensively preserve Capital through its external hedging and credit cycle, using more derivatives than traditional bond funds in order to limit volatility while generating  ROI ( Returns on Investment), and holds a relatively concentrated portfolio of traditional and non-traditional fixed income securities, money markets, legal cannabis, forex, and asset backed securities across global and US markets.

When you invest in our Dynamic Credit Fund,  you’re likely interested in preserving capital and the diversification benefits  relative to some of the assets in your overall portfolio.”

Diversification matters because stocks will return to more historically typical levels of volatility after a long period of calm and adding other credit instruments such as bonds to a portfolio provides a counterweight 

Capital preservation also matters because as baby boomers exit the workforce and Generation X eyes retirement on the far horizon , an increasing number of investors are more concerned with holding on to what they have than with seeking growth.

If the traditional benefits of diversification, income appreciation, and capital preservation appeal to you, then adding our Dynamic Credit Fund to your portfolio will be a good first step to consider.

Availability

• There is no income limit for Participation

• Must be an adult 18, and 21 in some countries

• Account minimum of $30,000

Control

• The Account owner retains sole ownership

• The Account owner maintains control of withdrawing.

• The beneficiary can be changed to another member of the same family without income tax consequences

• The Fund offers flexible payment and withdrawal options.

Investment Objective and Strategy

• The Fund seeks to provide capital growth , current income , and preservation of capital through a portfolio of asset class performance in the global financial markets ,and fixed income securities

• Via the Fund , investors gain diversified exposure to this dynamic asset class performance by the way of the funds unique investment approach

Key Benefits

• The Asset Management Team includes financial experts with over 45 years of combined experience in the fund, and asset management industry

• The fund offers the most diverse and holistic route into the global markets

• The fund has strict concentration, strategy allocation and liquidity rules limiting maximum exposure

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