Ascendant Funds

Ascendant Funds

Patriot

Objective

 

 

To provide long-term capital appreciation through equity growth and, to a lesser extent, current income with a goal of maintaining a “terror-free” investment portfolio.


 

About Terror-Free Investing
 

 

 

Currently, over 11% of the S&P 500's market capitalization (approx. $1.4 trillion) maintains business relationships with nations defined by the U.S. Department of State as state sponsors of terrorism.  Through these business ties, the companies are believed to be providing critical funding and resources to state sponsors of terrorism.  A terror-free investment strategy attempts to identify these companies and maintains a mandate to prohibit investment in these “infected” companies.

 

Investment Strategy

 

 

The Patriot Fund is a large cap domestic equity allocation that, through the use of independent research, identifies and prohibits investment in companies that maintain an active non-humanitarian business ties with nations defined by the US Government as state sponsors of terrorism. 

 

Investment Process

 

 

The fund employs a proprietary investment process that has been continually developed and improved over the past four decades.  The strategy is based on a quantitative approach to investment research that utilizes both value and momentum investment styles.

 

Charitable Support

 

The Patriot Fund has chosen to support charitable organizations related to the war on terror by donating a portion of its profits earned through the management of the fund to the America’s Mighty Warriors and Veterans of Foreign Wars.


 

 

 

 

 

 

 

(1) S&P 500 TR — The S&P 500 has been widely regarded as the best gauge of the large cap U.S. equities market since the index was first published in 1957. The index includes 500 leading companies in leading industries of the U.S. economy, capturing 75% coverage of U.S. equities. Please visit www.standardandpoors.com/indices for further information.

Prospectus Disclosure:
Investors should carefully consider the investment objectives, risks, charges and expenses of the Patriot Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at http://www.ascendantfunds.com or by calling 855-527-2363. The prospectus should be read carefully before investing. The Patriot Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Ascendant Advisors, LLC. is not affiliated with Northern Lights Distributors, LLC. 

Risk Disclosure:
Mutual Funds involve risk including the possible loss of principal.  There is no assurance that the fund will achieve its investment objectives.  Because the adviser screens out Terror Nations-related issuers, this will reduce the number of potential investments available to the Fund and the Fund may not perform as well as unrestricted funds. A higher turnover may indicate higher transaction costs and could result in higher taxes when Fund shares are held in a taxable account.

There is no assurance that the Fund will achieve its objectives, generate positive returns, or avoid losses.