Harvest Edge Funds apply our income-producing options strategy over Core Investments that offer investors choice in their exposure to equity, fixed income or cash asset classes.
Our collateral yield enhancement overlay strategy (CYES) reflects our philosophy of using relatively short-dated, out of the money S&P 500 Index option call spreads and put spreads to earn premium income based on time value and perceived volatility. While the strategy is unbiased as to market direction, we actively manage this strategy to adjust our holdings to market events and conditions.
|Fund||Core Investment Portfolio Market Correlation|
|Harvest Edge Absolute||Uncorrelated to equity and fixed income markets|
|Harvest Edge Equity||Correlated to the S&P 500 Index 1|
|Harvest Edge Bond||Correlated to the Bloomberg Barclays U.S. Aggregate Bond Index 2|
2018 © Harvest Volatility Management, LLC. All Rights Reserved.
Disclaimer and Other Important Information:
An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click this link to obtain a Prospectus, which contains this and other information, or call us at 1.844.434.4838. Read the prospectus carefully before investing.
Not FDIC Insured - No Bank Guarantee - May Lose Value.
Harvest Edge Funds are distributed by ALPS Distributors, Inc.
Click this link to access Harvest's investing glossary. Harvest's investing glossary provides definitions for several terms used on this website.