Now offering three diversified risk-rated funds in USD
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IMPORTANT ANNOUNCEMENT
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Introducing GAM Model Portfolio Funds
Now offering three diversified risk-rated funds in USD
Dear Plan Participant,

We are pleased to announce the addition of the GAM Model Portfolio Funds to the Investors Trust USD fund platform. GAM is a highly-qualified, independent asset management group, with an alternative perspective of the world, providing distinctive, active and reliable investment management to deliver strong long-term results. The availability of active management performed by highly intellectual and specialized portfolio managers is an exclusive GAM service accessible through the Investors Trust platform, for a unique investing approach.

With the addition of these funds, not only are exclusive investment opportunities now available through the Investors Trust fund platform, but also the availability of highly qualified active account management from experts in the industry. These new funds provide an opportunity for stress-free investing with a specialized management team working to make the most of your investment. This is an ideal opportunity for any investor, experienced or non-experienced, who is looking to maximize growth with little time spent monitoring and managing investments. The fund managers at GAM confidently and actively manage investments using a unique approach dedicated to your investing success:
  • Active Asset Allocation: Continually assesses and re-evaluates the portfolio’s position across asset classes in order to meet long-term objectives and gain profit from short-term opportunities.
  • Active Manager Selection: Identifying specific and experienced investment managers with proven track records, who are capable of capturing opportunities others may overlook.
The following three diversified risk-rated funds are now available in USD and can be found in the Investors Trust Fund Platform:

GAM Model Portfolios

GAM Star Cautious
GAM Star Cautious
Fixed Income 25.5%
Absolute Return 14.7%
Equity 53.5%
Alternatives 3.9%
Cash 2.3%    

 

Volatility¹
7.8-10.4% pa
Objective  
Strong focus on capital protection while offering moderate participation in equity market growth. This strategy is managed with a lowest medium attitude to risk².
Fund Code    Currency    Asset Class    Investment Universe    Factsheet³
GACA   USD   Mixed   Global   pdf

GAM Star Balanced

GAM Star Balanced
Fixed Income 11.7%
Absolute Return 11.7%
Equity 69.2%
Alternatives 4.9%
Cash 2.5%    

 

Volatility¹
10.4-13.0% pa
Objective  
Balance of capital protection and participation in equity market growth. This strategy is managed with a low medium attitude to risk².
Fund Code    Currency    Asset Class    Investment Universe    Factsheet³
GABA   USD   Mixed   Global   pdf

GAM Star Growth

GAM Star Growth
Fixed Income 3.9%
Absolute Return 2.9%
Equity 85.0%
Alternatives 5.9%
Cash 2.3%    

 

Volatility¹
13.0-15.6% pa
Objective  
Participates primarily in global equity market growth while maintaining an element of capital protection. This strategy is managed with a high medium attitude to risk².
Fund Code    Currency    Asset Class    Investment Universe    Factsheet³
GAGR   USD   Mixed   Global   pdf


Please consult your financial advisor with any inquiries you may have.

Sincerely,
Investors Trust

 

1. There is no guarantee that targets will be achieved.
2. Based on Distribution Technology’s risk profiling. Allocations and holdings are subject to change.
3. The GAM Model portfolio funds; GAM Star Cautious, GAM Star Balanced and GAM Star Growth have recently been launched in USD currency classes exclusively for Investors Trust. However, specific fact sheets for these classes are in production and will be available shortly. In the interim, the GBP strategy sheets may be used as a reference. The currency classes are hedged, as such performance between the two classes will be virtually in line. Performance prior to 1 Mar 2012 represents a composite of indices. Please note this analysis contains simulated data and does not represent actual performance or risk characteristics achieved by investors. Performance is shown net of management fees of the underlying funds held, but gross of management fee at the portfolio level.

 

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‡Investors Trust Administration, LLC does not offer investment advice or make recommendations regarding investments. You should consult your own tax, legal or investment professional to assist in your financial decisions. Investors Trust Administration solely provides administrative and clerical support to Investors Trust Assurance, SPC and its Investors Trust products.