Dynamic US Government Bond
The Dynamic US Government Bond program seeks to take advantage of market volatility in the US Government Bond market. This moderate growth-oriented investment program seeks to provide positive long-term returns and non-correlation to equity investments. The portfolio objective is to minimize drawdowns while seeking absolute returns regardless of market direction.
The model employs an actively managed, tactical investment approach which seeks to determine the current direction of the interest rate market and to position accounts accordingly. It relies on technical research and analysis to identify periods when accounts should be invested in leveraged US Government Bond mutual funds and when they should be invested in inverse US Government Bond mutual funds. The program will move to the safety of money market when the direction of the treasury yield market cannot be determined with high probability.
Risk Assessment
Risks associated with the Dynamic US Government Bond program include principal risk and market, or systematic risk. Additionally, investments in income instruments are subject to interest rate risk as well as credit risk. While the program seeks to mitigate these risks by using active, tactical allocation approaches, that does not remove all risk. When interest rates increase, the market value of US Government bond funds tends to decline. The program cannot be considered diversified among all asset classes and utilizes leveraged funds and sub-accounts.
Please consult your financial advisor for help deciding which program may be suitable for you.
Suitability:
Dynamic US Government Bond may be suitable for investors who seek actively managed long and inverse Treasury bond exposure, have a three-to-five year time horizon, moderate growth as their investment objective and who value an approach other than buy-and-hold. This program is not managed for tax efficiency.
Purcell Management Fees:
2.5% maximum annual fee with applicable breakpoints
Minimum Investment $50,000 at Rydex Funds and Trust Company of America
Minimum Investment $25,000 in a variable annuity
DISCLOSURE: All investments have the potential for loss as well as profit. No current or prospective investor should assume that future performance results will be profitable or equal the Purcell Advisory performance. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment approach will be profitable. The information provided here is intended to be general in nature and should not be construed as investment advice or as a recommendation of any specific fund, security or investment approach. Investors should consult with a financial advisor before investing.