Liberty Funds Group, Inc

Liberty Diversified Option Strategy

Year-to-Date
N/A
Minimum Investment
750,000
Management Fee 2.00%
Performance Fee 20.00%
Annualized Volatility 11.54%
Sharpe (RFR=1%) -0.36
CAROR -3.78%
Assets 0
Worst Drawdown -35.25
S&P Correlation 0.16

Summary

Liberty Funds Group, Inc. was founded in 1981 and has focused on alternative investment strategies throughout its history. In 2003, after two decades of allocating to outside managers, the decision was made to begin developing its own CTA strategies. Today, in addition to this diversified option strategy, LFG operates a globally diversified trend following strategy, a short term volatility based strategy, a term structure strategy, and a commodity specific managed futures trading strategy.