Ascentia Alternative Strategies
Ascentia Alternative Strategies Fund c/o U.S. Bancorp Fund Services, LLC P.O. Box 532
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Phone: 866-506-7390
| Category: | Long-Short | | Fund Family: | Ascentia Capital Partners | | Net Assets: | 8.20M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Mar-08 |
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Peter W. Lowden
Lead Manager since
28-Sep-07 | | | Peter W. Lowden CFA took over management of the Ascentia Hedge Fund, LP in February, 2007. Mr. Lowden is a Chartered Financial Analyst and has over 17 years of diverse experience in investment management. As Chief Investment Officer, Mr. Lowden manages all portfolio and research activities for Ascentia Capital Partners, LLC. Mr. Lowden has extensive experience in the quantitative, fundamental, and technical aspects of the securities markets with a specific emphasis on alternative portfolio management. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $500 |
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| The investment seeks long-term capital appreciation with low correlation to broad market indices. The fund primarily invests in a variety of equity securities and exchange-traded funds. It may have up to 50% of assets invested in foreign securities. The Fund is generally not constrained among the other types of equity securities in which it may invest. It may invest up to 50% of net assets in derivative securities of any kind. The Fund may invest in companies of any size and in any style. At any time it may allocate up to 100% of its assets among shares of different ETFs. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 240.41% |
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| Expense | AASFX | Category
Avg | | Total Expense Ratio: | %
| 2.17% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.28% | | Max Deferred Sales Load: | 0.00%
| 2.09% | | 3 Yr Expense Projection*: |
$930 | $1,089 | | 5 Yr Expense Projection*: |
$N/A | $1,876 | | 10 Yr Expense Projection*: |
$N/A | $3,704 |
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0.65% Nasdaq 
0.27%
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