 | Arrow DWA Tactical: Macro Fund
A Systematic RS Global Macro Strategy |
Investment Strategy
Seeks long term capital appreciation with capital preservation as a secondary objective. The Arrow DWA Tactical: Macro Fund, previously Arrow DWA Tactical Fund, seeks to achieve its investment objective by implementing a proprietary Relative Strength (RS) Global Macro model developed by Dorsey Wright & Associates (DWA). Based on the technical analysis and relative strength expertise of Dorsey Wright & Associates.
| Ticker | Cusip | | Class A | DWTFX | 042765701 | | Class C | DWTTX | 042765800 | | Class I | DWTNX | 042765883 |
Minimum Investment:
$5,000 non-qualified accounts
$2,000 retirement accounts
$250 subsequent investments
Class I minimum initial investment $1 million
| Fund Highlights Provides access to a tactical global macro strategy using
long and inverse exposure to U.S. and international stocks
with global exposure to fixed income, commodities and
currencies Gives access to the technical analysis expertise of Dorsey
Wright & Associates Core strategy with a strict relative strength buy and sell
discipline
Who Should Invest?
Designed for investors who have an investment time
horizon of at least five years A fund that has flexibility to narrow its focus by investing
among a wide range of global asset classes, rotation
strategies and ETFs An actively managed alternative to strategic asset
allocation funds, target maturity funds and life cycle funds
that fall into the tactical global macro category |
Investment Overview
Based on the DWA RS Global Macro investment model, the Arrow DWA Tactical: Macro Fund uses a systematic process to continuously seek relative strength across multiple global markets. Using a strict buy/sell discipline, the Fund accesses the global market segments primarily through the use of Exchange Traded Funds (ETFs).
| Market Segment | Description | Min | Max | | Equities | Provides long/short exposure to domestic, international and emerging market equities. Short (or inverse) exposure will generally not exceed an allocation of 30%. | 0% | 100% | | Fixed Income | Provides exposure to domestic, international, and emerging fixed income markets, including corporate, government, and agency bonds. | 0% | 100% | | Alternatives | Includes global exposure to real estate, currencies, and commodities. Allocations will generally not exceed 30% for each of these individual alternative strategies. | 0% | 90% | |
Multiple Global Asset Exposure
With fewer constraints, Global Macro strategies are able to pursue a targeted investing style. The goal of the Fund is to systematically identify and provide exposure to leading global market strategies. The following table highlights the global macro strategies that are monitored within the three market segments.
| Equities | Fixed Income
| Alternatives
| U.S. Style Rotation
U.S. Sector Rotation
International Rotation
Global Dividend
Global Alpha
Global Inverse | Global Inflation
U.S. Treasury Rotation
Global Income | Commodity Rotation
Currency Rotation
Global REIT |
The fund may use futures to provide exposure to these strategies.
| About Nasdaq Dorsey Wright
Nasdaq Dorsey Wright is a registered investment advisory firm based in Richmond, Virginia. Over the last thirty years, their research platform, SMA/UMA strategies, indexes, and team of analysts has created more informed conversations for advisors, investment managers and their clients. As part of Nasdaq, they continue to help market participants build and protect client wealth, and are one of the largest providers of smart beta indexes in the world (based on assets under management).
Nasdaq Dorsey Wright’s expertise is technical analysis, focusing on the steadfast relationship between supply and demand in the markets. Their Research Platform helps clients see through the day-to-day clutter of market movements and provides a clear understanding of where market strength lies at all times. Dorsey Wright’s objective, logical approach can reduce uncertainty in the market, aid in effectively allocating assets, and enable you to manage risk.
To learn more, please visit business.nasdaq.com/dorsey-wright. |
| Ticker | Cusip | Total Fund
Expenses | Expense
Ratio | | Class A | DWTFX | 042765701 | 2.02%
| 1.73%
| | Class C | DWTTX | 042765800 | 2.77%
| 2.51%
| | Class I | DWTNX | 042765883 | 1.77%
| 1.44%
|
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The Arrow DWA Tactical: Macro Fund may not be suitable for all investors. The fund may invest in commodity-related securities, which may be subject to greater volatility than investments in traditional securities. The fund may invest in international and emerging market securities, which may be subject to special risks including fluctuations in currency, government regulation, differences in accounting standards and liquidity. Investing in small-cap securities may have special risks, including wider variations in earnings and business prospects than larger, more stablished companies. The fund may invest in real estate-related securities, which may be subject to mortgage-related risks and real estate market fluctuations. The fund may invest in fixed income securities, which are subject to risks including interest rate, credit and inflation. The maximum sales charge for Class A is 5.75%. Class A investors may be eligible for a reduction in sales charges. The Fund charges a fee of 1.00% on redemptions of shares held less than 30 days. | |
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