Genuinely uncorrelated, diversified, and asset-backed delivering fixed return obligations and surpassing benchmarks1
1 For more details about Heirloom, marketing and performance documents are available upon request.
Heirloom’s Alternative Yield Fund is designed to create a ready-made portfolio of attractive but hard-to-access niche Alternatives that can provide diversification for most investor portfolios.
Offering downside protection plus yield potential, a few of its current themes include asset-backed lending, equipment leasing, agriculture, niche real estate, structured equity, and legal finance.
Why We Like This Opportunity
The Alternative Yield Fund offers genuinely alternative assets that we believe are more resilient to market volatility than standard classes of investments and even traditional Alternatives.
Diversification and Low Correlation
Multiple genuine alternatives help create a diversified portfolio.
Generally uncorrelated to the market or traditional asset classes.
Primarily Asset-Backed and Yielding
Most investments are asset backed and/or income producing, which increases downside protection and stability to the portfolio.
Benefits from an environment where inflation levels are higher than interest rates.
Strong Focus on Alignment
Fixed Return structure offers a target fixed return, with no management fees. It also provides Manager-owned Loss Absorption Shares to absorb any monthly losses to provide a more stable and predictable return, creating alignment between manager and investor.
Alternative Yield structure offers a traditional fund model and enhanced liquidity profile.
1 For more details about Heirloom, marketing and performance documents are available upon request.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Heirloom Fixed Return Fund. The prospectus for the Heirloom Fixed Return Fund contains this and other information about the Fund and can be obtained upon request. The prospectus should be read carefully before investing in the Fund. Investments in the Fund are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency) and are not guaranteed by Heirloom or any other party.
Investments in alternative investments are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.
Alternative investments should only be part of your overall investment portfolio. Further, the alternative investment portion of your portfolio should include a balanced portfolio of different alternative investments.