WST Asset Manager - U.S. Equity Fund

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Performance

Trailing Returns Updated 06.30.2014
Year to date 3.9%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation, while maintaining a secondary emphasis on generating income. The fund intends to make investments corresponding to those investments in the WST Asset Manager - US Equity Index, which is a custom public index created and also managed by the advisor. The fund normally will invest at least 80% of the value of its net assets, plus any borrowing for investment purposes, in Sector Investments (and thus in equity securities of U.S. companies), while a combination of Fixed Income Investments and/or Gold Investments will typically comprise less than 12% of the value of the fund's net assets. It is non-diversified.

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