Alternative Strategies I
Ascentia Capital Partners, LLC 5470 Kietzke Lane, Suite 230 Reno Nevada 89511
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Phone: 866-506-7390
| Category: | Long-Short | | Fund Family: | Ascentia Capital Partners | | Net Assets: | 16.92M | | Year-to-Date Return: | 5.85% | | Yield: | 0.76% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Mar-08 |
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Peter W. Lowden
Lead Manager since
03-Mar-08 | | | Peter W. Lowden is CIO of the Adviser and is primarily responsible for the strategic asset allocation among the Advisor and the Sub-Advisors. He has over 18 years of experience in investment management with extensive experience in the quantitative, fundamental, and technical aspects of the securities markets with a specific emphasis on alternative portfolio management. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation with low correlation to broad market indices. The fund primarily invests in a variety of equity securities and exchange-traded funds. It may have up to 50% of assets invested in foreign securities. The fund is generally not constrained among the other types of equity securities in which it may invest. It may invest up to 25% of net assets in derivative securities of any kind. The fund may invest in companies of any size and in any style. At any time it may allocate up to 100% of its assets among shares of different ETFs. |
| Last Dividend
(29-Dec-08):
| 0.10 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 347.00% | | Average for Category:
| 347.16% |
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| Expense | AASFX | Category
Avg | | Total Expense Ratio: | 2.81%
| 2.13% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.48% | | Max Deferred Sales Load: | %
| 1.96% | | 3 Yr Expense Projection*: |
$ 1,004 | $1,062 | | 5 Yr Expense Projection*: |
$ 1,702 | $1,747 | | 10 Yr Expense Projection*: |
$ 3,558 | $3,433 |
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1.23% Nasdaq 
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