U
Align Alternative Access Fund Class I
Recommendation
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NAV
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Total Assets
Dividend Yield
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Turnover Ratio
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Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
None
Top Holdings
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Performance
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Beta
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7-Day Total Return
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30-Day Total Return
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60-Day Total Return
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90-Day Total Return
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Year to Date Total Return
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1-Year Total Return
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2-Year Total Return
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3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
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Last Bear Market Total Return
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Forward Dividend Yield
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Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Sovereign Financial Group, Inc.
Manager/Tenure
(Years)
Charles Failla (0)
Website
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Address
25 WEST BROAD STREET, SUITE 100
STAMFORD CT - 06902
Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide investors access to tactical exposure to diversified alternative strategies, including but not limited to, private credit, private real estate, private equity, and options strategies. The fund seeks to achieve its investment objective through strategic direct and indirect investment of its assets in Alternatives which provide tactical exposure to private credit, private real estate, or private equity strategies. It may also deploy option strategies including, but not limited to, covered calls, short puts, cash-secured puts, and iron-condors. The fund is non-diversified.