While each fund has specific objectives, they all share a single goal— to maximize their individual position on the efficient frontier.
API Multi-Asset Income Fund
The Multi-Asset Income Fund is a globally diversified high-income portfolio.
The fund invests in the full range of income securities across all market capitalizations and asset classes, mainly fixed-income, equities, REITs and preferred stocks. Since the fund can invest globally in all market capitalizations, API is able to seek securities that offer the highest level of income, while also providing greater liquidity, diversity of credit risk and opportunities than other funds.
The fund is generally appropriate for investors who want to generate above-average income.MULTI-ASSET INCOME FUND
FACT SHEET Click here for C Share Fact Sheet
"We buy the best the market has to offer and invest with an owner mindset. We believe that searching for opportunities worldwide will help to enhance portfolio yield and reduce volatility."
David D. Basten
A Fund's direct or indirect investments in foreign securities, including depositary receipts, involve risks not associated with investing in U.S. securities that can adversely affect the Fund's performance. Foreign markets, particularly emerging markets, may be less liquid, more volatile and subject to less government supervision than domestic markets. Investments in real estate investment trusts ("REITs") and real-estate related securities involve special risks associated with an investment in real estate, such as limited liquidity and interest rate risks and may be more volatile than other securities. In addition, the value of REITs and other real estate-related investments is sensitive to changes in real estate values, extended vacancies of properties and other environmental and economic factors.