Alignvest Strategic Partners Fund Quarterly Report

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Dear Investors,
We are pleased to send you our fourth quarter 2018 report for Alignvest Strategic Partners Fund.  The Q4 update discusses performance over the past quarter and our thoughts going forward.  Moreover, it includes a snapshot of the portfolio holdings as of the start of 2019.

Q4 2018 Performance

  • Alignvest Strategic Partners Fund was down 4.65% (Class F, net of fees) during Q4 2018 and ended 2018 down 2.53% in what turned out to be a volatile year for world markets.  Performance was within expectations given our 45% weight to global equities which was mitigated by several of the portfolio’s alternative assets and strategies that performed well (including some gains in December).

Please click below to view our Q4 2018 performance report as well as the Fund Brochure.

Additional information and a product video for Alignvest Strategic Partners Fund can be found on our site as well.

As always, please feel free to contact our team to discuss the Fund in greater detail.