Rational Dynamic Brands Fund Receives Two Investors Choice Awards 2021: Americas Top Performers Winners
Rational Funds, a line-up of innovative strategies designed to support financial advisors and their clients is proud to announce that the Rational Dynamic Brands Fund (HSUAX, HSUCX, HSUTX) has been recognized by Investors Choice Awards 2021: Americas Top Performers. The annual Investors Choice Awards honor investment managers that have achieved outstanding risk adjusted absolute returns. HSUTX has been acknowledged for outstanding investment management in the Best Fund under $100m – Equity – Long Term Performance and the Best Fund under $100m – Equity categories. The Fund pursues its investment objective by investing in a focused group (25-50 holdings) of the most attractive brands contained in the Alpha Brands Consumer Spending Index1 (the “Index”).
The Fund is sub-advised by Accuvest Global Advisors. David Garff, Eric Clark, and James Calhoun, CFA, serve as Portfolio Managers for HSUTX. For more information on this Fund, and Rational Funds, please visit: www.rationalmf.com
Important Risk Disclosures
Past performance is not a guarantee of future results.
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Rational Funds. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling (800) 253-0412 or at www.RationalMF.com. The prospectus should be read carefully before investing. The Rational Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC. Rational Advisors, Inc. is not affiliated with Northern Lights Distributors, LLC.
Investing in the Fund carries certain risks. The value of the Fund may decrease in response to the activities and financial prospects of an individual security in the Fund’s portfolio. These factors may affect the value of your investment. Investments in international markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxations and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investment in emerging markets. Emerging market securities tend to be more volatile and less liquid than securities traded in developed countries.
1 The Alpha Brands Consumer Spending Index: The “Index” tracks the performance of 200 highly recognizable and relevant U.S. and foreign brands with a business to consumer and business to business focus.
All funds reporting to Allocator.com are considered for the awards.
There are two types of awards:
- The Top Performer Awards – these are granted to the select few funds which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk-adjusted returns. The 2021 Top Performer award winners will be chosen based on absolute returns from 1st January 2020 to 31st December 2020. The long-term categories consider returns from January 2018 to December 2020.
- The ‘Investors Choice’ Awards – For each category, the fund which receives the highest qualitative scoring by the judges receives the prestigious award. Institutional investors worldwide score the Top Performers on a range of qualitative criteria including investment processes, risk framework, transparency, team and ability to generate alpha. The judges review manager profiles on the Allocator.com portal and independently assign a score from 1 to 10 in each of the qualitative assessment areas for funds. The Investors Choice Award Winners will be announced on Tuesday 16th of March 2021.