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.

Register ›
Please enter the company email associated with your financial organization.

I confirm that I am a Financial Professional, resident in the United States, and the requested information may be shown to me under the laws of my jurisdiction. This content is not designed for the general public. Our Market Updates and Insights contain information about the services offered by Harvest USA to sophisticated investors in the United States that meet certain suitability and qualification standards, and is designed solely for the use of such investors (including their advisors and representatives).

The Market Updates and Insights and any content or information provided through our emails (collectively, the "Services") are provided for informational purposes only and do not purport to address the investment objectives, financial situation or specific needs of any individual investor. The information provided through our emails or in any of the Services is not financial, tax or legal advice and Harvest USA and its affiliates ("Harvest") do not give advice or offer any opinion with respect to the suitability of any security. No reference to any specific security constitutes a recommendation to buy, sell, or hold that security or any other security. There can be no assurance that any fund or strategy will achieve its investment objectives or that there will be a return of capital. Performance may be volatile and an investor could lose all or a substantial portion of his or her investment. Past performance is no guarantee of future results.

Nothing in our Services shall be considered a solicitation for the offering of any investment product or service to any person in any jurisdiction where such solicitation or offering may not lawfully be made. I understand Harvest makes no representation that the content of the emails is appropriate for use in all locations, or that the transactions, securities, products, instruments or services discussed at this site are available or appropriate for sale or use in all jurisdictions or countries, or by all persons and entities.

By registering to receive Harvest’s emails, I expressly acknowledge and agree that the emails and the Services provided on or through the emails are provided on an as is/ as available basis, and except as provided by law neither Harvest nor any third party has any responsibility to maintain the Services offered or to supply corrections or updates for the same. I further agree that the terms provided herein are supplemental to, and shall not void or modify, the Terms of Use [hyperlink to website Terms of Use] in effect for the website.

I understand that all persons and entities accessing this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.

By clicking "Accept", I acknowledge that: a) I have read the terms detailed above and I am eligible to view the contents of the emails, b) I am a Financial Professional acting on behalf of or performing investment due diligence on behalf of my clients, and c) I agree to be bound by, and comply with, the Terms of Use which governs my access to, and use of, the emails and this site.

Thank You For Registering!