AXS News

BarclayHedge Names AXS Alternative Growth Fund (EEHIX) a Top Global CTA Performer

Fund Ranked 15th Best CTA Performer Globally out of 645 for 2019

NEW YORK, March 23, 2020 – AXS Investments, a leading alternative investment manager, today announced that BarclayHedge named AXS Alternative Growth Fund (EEHIX) the 15th best CTA Performer out of 645 funds based on 2019 returns.

Introduced in 2013, AXS Alternative Growth Fund seeks to provide investors both upside potential through equity market exposure and downside protection through an innovative portfolio of dynamic hedging and diversified alternative strategies.

“Ranking among the top 20 CTAs globally is remarkable for EEHIX,” said Greg Bassuk, CEO of AXS Investments. “We are committed to providing investors with innovative, institutional-quality alternative solutions for growth, income and diversification. The BarclayHedge recognition is reflective of this AXS Investments tradition, and emblematic of the high quality on which we’re focused for investors.”

With its design focused on delivering both equity market upside potential and downside risk mitigation, AXS Alternative Growth Fund can serve as a core portfolio holding, as well as a complement within a portfolio to provide for additional uncorrelated return streams.

The BarclayHedge recognition is the latest in a string of notable industry accolades received by the AXS Alternative Growth Fund. The Fund received the Refinitiv 2020 Lipper Fund Award for delivering historically strong risk-adjusted returns over a five-year period in the Alternative Long/Short Equity Funds category. The Fund also received an overall Morningstar rating of 5 stars and ranked #1 in the Morningstar long-short equity category based on three- and five-year risk-adjusted returns as of January 31, 2020. The Fund also earned a 5-star rating out of 193 funds and a 5-star rating out of 144 funds, based on three- and five-year returns.

The AXS Investments suite of funds also includes several other alternative investment strategies, including:

AXS Managed Futures Strategy Fund
AXS Aspect Core Diversified Fund
AXS Multi-Strategy Alternatives Fund
AXS Chesapeake Strategy Fund

About AXS Investments

AXS Investments is a leading alternative investment manager providing a diversified family of alternative investment funds for individual investors, financial advisors, family offices and others seeking alternatives to traditional equity and fixed income investments. The firm empowers investors to diversify their portfolios with investments previously available only to the largest institutional and high net worth investors. The firm’s investor-friendly funds are time-tested, liquid and transparent, sub-advised by top institutional investment managers with long and strong track records. For more information, visit www.axsinvestments.com.

About BarclayHedge

BarclayHedge is an industry-leading provider of alternative investment data. Each year the firm identifies top-performing funds and CTAs (commodity trading advisors) based on quantitative data from BarclayHedge Databases. Since its founding in 1985, BarclayHedge has built a trusted reputation for connecting institutional investors with the latest data, research and tools.

About Lipper Fund Awards

The Refinitiv Lipper Fund Awards are granted to funds and fund management firms in 20 countries worldwide for their consistently strong risk-adjusted three-, five- and 10-year performance relative to their peers, based on Lipper’s proprietary performance-based methodology. For more information, please contact enquiries.awards@refinitiv.com or visit www.lipperfundawards.com.

About Morningstar Ratings

The Morningstar Rating™ for funds, or "star rating," is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating metrics.

The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar Rating is for the I share classes; other classes may have different performance characteristics.

© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Ratings, rankings and awards should not be used as the sole basis for evaluating a fund. For more information including standard performance, visit AXS Alternative Growth Fund.

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