Liberty Funds Group, Inc

Liberty Wealth Protection Strategy (1X)

Minimum Investment
$ 1,500,000
Management Fee 2.00%
Performance Fee 20.00%


Approximately (65%) of the Fund's exposure comes from commodity markets while one third (35%) of the Fund is looking at global interest rates and foreign currency markets. The Fund employs several dynamic investment models to capture returns from these markets. The Trend Following, Short Term, and Option models do not correlate to each other. The Trend Following model has a slight bias toward a higher commodity prices, a weaker dollar, and higher interest rates. The overall strategy has demonstrated the ability to generate moderate returns when markets are relatively quiet and the ability to generate outsized returns during market dislocations and periods of inflationary activity. This will serve to protect the purchasing power of investor assets. For more detailed strategic, performance, and disclosure information, please visit our website at