Harvest USA CEO Simon Arrata discusses China Bonds and Harvest Funds Intermediate Bond (The Street appearance on May 6, 2016).

 

For more information on Harvest Funds Intermediate Bond, including the Morningstar rating, click here.

 

Harvest USA CEO Simon Arrata discusses foreign exchange hedging strategies (Institutional Investor, April 28 ,2016).

Forex Exposure in Bond Funds: To Hedge, or Not to Hedge

With gyrations in major currencies, including the U.S. dollar, it’s time for investors to figure out what to do with the forex in their portfolios.

Click to Read

Annualized performance through 09/30/16 for the Harvest Intermediate Bond: (Institutional class) 10.00% (one year), 6.39 % since inception of mutual fund (02/27/13); (Investor class) 5.36% (one year), 5.01% since inception of mutual fund (02/27/13). Excludes sales charges. Institutional class: Gross expense ratio: 1.47%, net expense ratio: 0.89%. Investor class: gross expense ratio: 1.73%, net expense ratio: 1.13%. The Advisor has contractually agreed to reduce fees and reimburse expenses to the extent necessary to keep the Total Annual Fund Operating Expense after fee Reductions and or Expense reimbursements from exceeding 0.89% of the Fund’s average daily net assets of the Institutional Class until April 30, 2017. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost, and current performance may be higher or lower than the performance shown.

 

Harvest USA CEO, Simon Arrata looks at China’s economic performance and whether it’s a good time for businesses and investors to get involved in the region (CNBC appearance on April 12, 2016).

 

The above commentaries express the portfolio managers’ views at a specific point in time and should not be relied upon by the reader as research or investment advice. These views and the portfolio holdings are subject to change. There is no guarantee that any forecasts made will come to pass. For educational purposes only.


To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expenses before investing. This and other information may be found in the Fund's prospectus, which may be obtained by calling 877.713.7678. Please read the prospectus carefully before investing.

Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Fund will achieve its stated objectives. Bond and bond funds will decrease in value as interest rates rise. The Fund focuses its investments primarily with Chinese issuers and issuers with economic ties to China. The Fund is subject to political, social or economic instability within China which may cause decline in value. Fluctuations in currency of foreign countries may have an adverse effect to domestic currency values. Emerging markets involve heightened risk related to the same factors as well as increase volatility and lower trading volume. The Fund uses derivative instruments. The primary risk of derivative instruments is that changes in the market value of securities held by the fund and of the derivative instruments relating to those securities may not be proportionate. Derivatives are also subject to illiquidity and counterparty risk. High yield bonds involve greater risk of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. Current and future holdings are subject to risk.

The Harvest Funds are distributed by SEI Investments Distribution Company, 1 Freedom Valley Drive, Oaks, PA 19456. SEI is not affiliated with Harvest Global Investments Limited, the Investment Adviser for the Fund. Check the background of SEI Investments Distribution Co. on FINRA’s BrokerCheck.

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