Mutual Funds

Newfound Funds

Exchange Hours Website
9:30 - 15:59 ET www.thinknewfoundfunds.com/#strategies


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
NEWFOUND RISK MANAGED GLOBAL SECTORS A NFGAX Balanced USD 1,000,000 USD 2,500 N/A A Yes
RISK MANAGED GLOBAL SECTORS NFGCX Balanced USD 1,000,000 USD 2,500 N/A C Yes
NEWFOUND RISK MANAGED GLOBAL SECTORS I NFGIX Balanced USD 1,000,000 USD 100,000 N/A I Yes
NEWFOUND MULTI-ASSET INCOME FUND A NFMAX Balanced USD 1,000,000 USD 2,500 N/A A Yes
MULTI ASSET INCOME NFMCX Balanced USD 1,000,000 USD 2,500 N/A C Yes
NEWFOUND MULTI-ASSET INCOME FUND I NFMIX Balanced USD 1,000,000 USD 1,000,000 N/A I Yes
NEWFOUND RISK MANAGED U.S. SECTORS I NFDAX N/A USD 1,000,000 USD 2,500 N/A A Yes
RISK MANAGED US SECTORS NFDCX N/A USD 1,000,000 USD 2,500 N/A C Yes
NEWFOUND RISK MANAGED U.S. SECTORS I NFDIX N/A USD 5,000,000 USD 2,000 N/A I Yes

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.