Aspiriant Risk-Managed Real Assets Fund
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Year to Date Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
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Standard Deviation
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Company Information
Provider
Aspiriant
Manager/Tenure
(Years)
(Years)
John Allen (19), Marc Castellani (19)
Website
Address
c/o UMB Fund Services, Inc.
Milwaukee WI - 53212
Milwaukee WI - 53212
Country
United States
Phone Number
877-997-9971
Investment Strategy
The investment seeks to achieve its investment objective by allocating its assets among a range of real asset investment strategies. The fund’s investments in real asset investment strategies include funds that invest in public and private issuances of equity securities, debt securities (including but not limited to bank loans, high yield or “junk” securities, secured debt, inflation-indexed securities and mezzanine financing) and commodities (including but not limited to precious metals and energy resources). The fund is non-diversified.