The primary rules that form the basis of systematic investing have been around for as long as the markets themselves. Barclay began tracking this management style over 20 years ago. The chart below illustrates the performance of the Barclay Systematic Index vs. the S&P 500.
How has an investment in the Acorn Diversified Program performed relative to the Barclay Systematic Index? The chart below illustrates the total return of $100 invested in Acorn since inception of the program versus the Barclay Systematic Index and the S&P 500 over the same time period. Full details on Acorn performance can be found here.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The Acorn Diversified Program is managed by Acorn Global Investments Inc. The performance presented here accurately reflects the actual net performance of the Class A Master Series of the Acorn Diversified Trust from July 2009 and the BTR Global Macro Fund from July 2005 – November 2008. The BTR Global Macro Fund used the same investment decision maker, process, objective and strategy as the Acorn Diversified Program has since commencing operations in July 2009. During the transition period between December 2008 and June 2009, no trading took place. Shareholder records which document and support the performance of the past firm and the Acorn Diversified Trust are available upon request. The returns above are net of management and performance fees but do not take into account other fees that may apply such as short-term trading deductions. The information contained here, including estimates (e), are subject to change without notice and Acorn Global Investments Inc. will not be held liable for any inaccuracies or misprints. Important information about the Acorn Diversified Trust including risks, objective, strategy and fees is contained in the offering memorandum. This is not and may not be used as a recommendation or a solicitation.