OTC Markets OTCPK - Delayed Quote USD

EPIC Financial Trends A USD Acc (0P0000Y7XO)

694.90
-0.06
(-0.01%)
At close: May 15 at 4:00:00 PM EDT

Fund Summary

EPIC Financial Trends A USD Acc

200 Aldersgate Street,

Fund Overview

Category --
Fund Family EPIC Markets (UK) LLP
Net Assets --
YTD Return -15.61%
Yield 0.00%
Morningstar Rating
Inception Date Sep 21, 2017

Fund Operations

Fees & Expenses

Expense 0P0000Y7XO Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Darran started his investment banking career in 1997 as a sales trader with Butterfield Securities. In 1999 he joined specialist stockbroker Fox-Pitt, Kelton Ltd, where he worked for six years before being recruited by Bear Stearns to help drive its European expansion. During this time he spent 10 years studying and developing systematic trading models. In 2008 he left Bear Stearns to join EEA, where he launched the EEA Futures Fund and became Trader for the Group.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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