The Greenwich Ivy Long-Short Fund (the “Fund”) commenced operations on 12/04/2019 (“Inception” date). Presented below is investment performance for the Fund from Inception to 06/30/2022. During this time period, on an after-fee basis, the Fund has outperformed both the SPDR S&P 500 ETF and the iShares MSCI ACWI ETF, which are two widely considered market indices.
In addition, from Inception to 06/30/2022, the Fund has outperformed the Morningstar Long-Short Equity category. The Fund’s Morningstar page can be viewed at: www.morningstar.com/funds/xnas/givyx/quote
For a more qualitative and episodic discussion of performance, please contact Greenwich Ivy Capital by emailing Info@GreenwichIvy.com or calling (646) 360-0204.
Source: FactSet
PERFORMANCE NOTES AND DISCLAIMERS
Please note that the performance data quoted represents past performance as of 06/30/2022. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. For performance data current to the most recent month end, please call the Fund’s Administrator at 1-800-869-1679 or contact Greenwich Ivy Capital at Info@GreenwichIvy.com.
Performance is compared to various aggregate indices for illustrative purposes only. The market indices referenced herein have been selected for purposes of comparing the performance of an investment in the Fund with the performance of well-known market aggregates as represented by index ETFs. The metrics pertaining to the market indices have been obtained from Refinitiv and FactSet and represent Total Return data for each corresponding index ETF. The indices and index ETFs are not subject to the same fees or expenses as the Fund. The Fund will not be comparable to market indices either in composition or risk, and the Fund is not required to benchmark or otherwise limit portfolio holdings to the indices referenced herein.