Mutual funds with alternative strategies
Sometimes individual investors have difficulty gaining access to Alternative Investments. That's because alternative investments may have higher minimum requirements and/or lack liquidity. Ameriprise Financial offers mutual funds with alternative strategies in both brokerage and fee-based platforms that may be more appropriate for some investors.
You can choose mutual funds that use:
- Alternative strategies focusing on absolute return (with little correlation to equity markets)
- Advanced alpha techniques that include leverage, derivatives and short positions as portions of the portfolio
- A combination of both
How can a mutual fund with alternative strategies help you?
Mutual funds using alternative strategies give you access to your money while also giving you options to:
- Add alpha to your core portfolio
- Access a complex set of asset classes, usually restricted to institutions, endowments and high-net-worth individuals
- Can help boost your diversification significantly through low-correlated assets
How do I find mutual funds with alternative strategies that are offered by Ameriprise Financial?
We offer mutual funds in numerous asset categories. Use our mutual fund finder to help you search for mutual funds—by asset category, keywords or other criteria—or ask your financial advisor.
Searchable asset categories include: Real Estate, Natural Resources, Long, Short, Bear Market
Or search by key words: Alpha, Alternative, or Alternatives, 130/30, 120/20.
You should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. For a free prospectus, which contains this and other important information about our funds, call (800) 297-7378. Read the prospectus carefully before you invest.
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
For public distribution. © 2008 Ameriprise Financial, Inc. All rights reserved.