Mutual Funds

BTS Funds

Exchange Hours Website
9:30 - 15:59 ET www.btsmanagement.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
BTS TACTICAL FIXED INCOME FUND CLASS C BTFCX Bond USD 1,000,000 USD 1,000 Load Other CLASS C SHARES No
BTS TACTICAL FIXED INCOME I BTFIX Bond USD 2,000,000 USD 100,000 No Load CLASS I SHARES Yes
BTS TACTICAL FIXED INCOME CLASS R BTFRX Bond USD 1,000,000 USD 1,000 No Load CLASS R SHARES Yes
BTS MANAGED INCOME FUND CLASS I BTSIX Bond USD 2,000,000 USD 100,000 No Load CLASS I SHARES Yes
BTS MANAGED INCOME FUND CLASS R BTSRX Bond USD 1,000,000 USD 1,000 No Load CLASS R SHARES Yes
BTS MANAGED INCOME FUND CLASS C BTSCX Bond USD 1,000,000 USD 1,000 Load Other CLASS C SHARES No

Notes:

  1. Advisor minimums may be lower.

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.