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Welton Global Trend Fund

WGTIX:US
NASDAQ GM
Pending Listing
WGTIX:US is pending listing
USD
Fund Type
Open-End Fund
Before it's here, it's on the Bloomberg Terminal.
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Fund Type
Open-End Fund
Objective
Macro Diversified
Asset Class Focus
Alternative
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (USD) (on -)
-
Inception Date
-
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
PATRICK LLOYD WELTON / JUSTIN BALAS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
-
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.32%
Profile
Welton Global Trend Fund is an open-end fund incorporated in the USA. The Fund seeks long-term capital appreciation while maintaining low correlation to traditional core stock and bond holdings. The Fund will use two principal investment strategies: the trend strategy and the fixed income strategy.
Address
Welton Fund Advisors LLC
The Eastwood Building
San Carlos Between 5th and 6th
Carmel, CA 93921
Phone
-
Website
-