Bennett Group of Funds

Dynamic & Flexible

An Investment Strategy for Changing Times

The Bennett Group of Funds team has managed money through numerous global markets cycles, including periods of high volatility and rapidly changing market movements.

Research-Driven

The Bennett Group of Funds portfolio team, led by Chief Investment Strategist, Dawn Bennett, constantly scans for new market opportunities and evaluates trends and movements in markets, sectors and individual investment opportunities on a global basis. Investing in this New Economic Era requires constant attention to the factors driving markets, and a forward-thinking and disciplined process to determine what we believe to be the best performing asset classes in which to invest.

Transparency

The portfolio investments are focused on finding value throughout the spectrum of global opportunity. When it comes time to allocating monies to asset classes, and selecting the best choices for each of the asset classes, the portfolio construction is a highly transparent and efficient one from start to finish. That is because the Bennett Group of Funds employ a “fund of funds” structure: the portfolios consist primarily of U.S.-regulated open-end mutual funds, exchange-traded funds and high-quality bonds.

Flexibility

There are four different Bennett Group of Funds to accommodate a variety of investor risk preferences, from conservative to aggressive. Each of the Funds benefit from the same investment expertise, the same research-driven approach, the same transparent structure, even though the full range of asset classes and the allocations or weightings to those classes differ between the four Funds.

An investor should carefully consider investment objectives, risks, charges and expenses before investing. For this and more information on Bennett Group of Funds, please view a prospectus. Please read it carefully before you invest or send money.

An investment in the Bennett Group of Funds is subject to risk, including the possible loss of principal. Foreign investing involves certain risks and increased volatility not associated with investing solely in the U.S. These risks include currency fluctuations, economic or financial instability, lack of timely or reliable financial information or unfavorable political or legal developments. These risks are magnified in emerging markets. Small-sized and mid-sized company investments typically involve greater risk than investing in larger, more established companies. Industry concentration risk is that any negative development affecting the industry has a greater impact than for a fund that is not over weighted in that industry. The Funds may invest in exchange traded funds (ETFs) which are subject to additional risks that do not apply to conventional mutual funds, including the risk that the market price of an ETF’s shares may trade at a discount to its net asset value (NAV). Investing in the subsidiary indirectly exposes the Funds to commodity-related investment risk. The Funds are subject to these and other risks, which are discussed in greater detail in the Funds’ prospectus.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

Funds distributed by Foreside Fund Services, LLC.

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The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.