Liquid Alternatives

Seeks steady absolute return with low volatility and low correlations to both equity and fixed income

The strategy provides balanced exposure to a broad range of alternative strategies and seeks to deliver consistent absolute returns with low correlation to equity and fixed income markets (less than 60%), low volatility (less than 8%), and high Sharpe Ratio (greater than 0.6).

Key Investment Professionals

Michael Byrum, CFA

Portfolio Manager

Important Disclosures

Past performance is not a guarantee of future results. Investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its investment objectives or is suitable for all investors. Diversification does not ensure profit nor protect against loss. Every asset class is subject to various risks that affect their performance in different market cycles. Fixed income investments are subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Equity investments are subject to market risk or the risk of loss due to adverse company and industry news, or general economic decline. Alternative investments are subject to market risk, currency risk, foreign investment risks, liquidity risks, higher fees and expenses, regulatory restrictions, and volatility due to speculative trading and use of leverage.

© Guggenheim Investments. All rights reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value

Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, Transparent Value Advisors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.