Optimum Funds

We're pleased to say that the Optimum Funds are managed by some of the most respected and successful money managers in the industry.

Macquarie Asset Management is the manager and distributor of the Optimum Funds, and each fund is designed to be advised or sub-advised by multiple managers with complementary investment styles.

Each manager's unique investment philosophy attempts to provide assurance that your portfolio will not be unduly influenced in any one direction. This approach is commonly found in institutional portfolios where using complementary managers may provide greater diversification and attempts to smooth out volatility.

 

 

Carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by visiting optimummutualfunds.com/literature or calling 800 914-0278. Investors should read the prospectus and, if available, the summary prospectus carefully before investing.

Investing involves risk, including the possible loss of principal.

Past performance does not guarantee future results.

The information in this document is not, and should not be construed as, an advertisement, an invitation, an offer, a solicitation of an offer or a recommendation to participate in any investment strategy or take any other action, including to buy or sell any product or security or offer any banking or financial service or facility in any jurisdiction where it would be unlawful to do so. This information has been prepared without taking into account any person's objectives, financial situation or needs. Recipients should not construe the contents of this document as financial, investment or other advice. It should not be relied on in making any investment decision.

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Need more?

For more information about Optimum Funds, please call your financial advisor.