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LDVIX

AXS Thomson Reuters Venture Capital Return Tracker Fund

First-ever daily liquid fund
that tracks venture capital returns.

In the Morningstar large growth category, LDVIX, LDVAX and LDVCX received an overall rating of 5 stars, 3-year rating of 5 stars out of 1,138 funds, and 5-year rating of 5 stars out of 1,024 funds, based on risk-adjusted returns as of 6/30/2021.

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KCMTX

AXS Multi-Strategy Alternatives Fund

Time-tested core alternative strategy.
It’s how our clients successfully navigate today’s uncertain markets.

In the Morningstar multistrategy category, KCMTX and KCMIX received an overall rating of 5 stars, 3-year rating of 5 stars out of 128 funds, 5-year rating of 5 stars out of 101 funds and 10-year rating of 5 stars out of 31 funds, based on risk-adjusted returns as of 6/30/2021. For the 1-, 5- and 10-year periods ending 6/30/2021, percentile rankings were 3, 1 and 1 for KCMTX and 2, 1 and 1 for KCMIX , respectively.

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AXSKX

AXS Sustainable Income Fund

Access high yield and ESG in one fund.

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LDPIX

AXS Thomson Reuters Private Equity Return Tracker Fund

First-ever daily liquid fund
that tracks private equity returns.

"It's hard for mutual funds to directly own venture capital or private equity in any size, but it can be done".

Making the Case for Liquid Alts 2.0
Barron's April 7, 2021

TERIX Slider
TERIX

AXS All Terrain Opportunity Fund

Seeking positive returns in all markets?

In the Morningstar macro trading category, TERIX received an overall rating of 4 stars, 3-year rating of 4 stars out of 90 funds, and 5-year rating of 4 stars out of 85 funds, based on risk-adjusted returns as of 6/30/2021.

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Latest News, Education and Insights

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AXS Thomson Reuters Venture Capital Return Tracker Fund is 9th AXS fund in expanding Alternatives lineup