Advisors Preferred Trust has taken a significant step by filing a summary prospectus for its Quantified Global Fund. This filing, dated November 5, 2026, is crucial as it outlines the fund's investment strategies, fees, and associated risks. By providing this information, the company aims to enhance transparency and inform potential investors about their options.
The Quantified Global Fund seeks total return and is managed by Advisors Preferred, LLC, with Flexible Plan Investments, Ltd. acting as the sub-adviser. The fund's investment strategy focuses on a dynamic approach, investing in both equities and fixed income instruments based on market conditions. This flexibility allows the fund to adapt to changing market environments, which is particularly relevant in today's volatile economic landscape.
According to the filing, the fund will maintain a diverse portfolio by investing at least 40% of its assets in securities of foreign issuers. This strategy not only broadens the investment horizon for the fund but also introduces additional risks associated with foreign investments, such as currency fluctuations and geopolitical instability.
In terms of fees, the summary prospectus indicates that the Investor Class shares (QGBLX) will incur total annual operating expenses of 1.67%, while the Advisor Class shares (QGBAX) will have higher expenses at 2.27%. These fees include management and distribution costs, which are essential for investors to consider when evaluating potential returns.
The filing also highlights the fund's aggressive investment techniques, which may involve the use of derivatives and leveraged instruments. While these strategies can enhance returns, they also come with heightened risks, including increased volatility and potential losses. Investors are advised to carefully review these risks before making investment decisions.
Advisors Preferred Trust, incorporated in Delaware, is categorized as an investment firm. The company's business address is located in Rockville, Maryland. This filing is part of a series of recent submissions, including multiple 497K forms, indicating ongoing regulatory compliance and a proactive approach to investor communication.
The impact of this filing may extend to various stakeholders, including current and potential investors, financial advisors, and competitors within the investment management industry. By providing detailed information about its fund offerings, Advisors Preferred Trust aims to attract a broader investor base and enhance its market position.
Looking ahead, it remains to be seen how this filing will influence investor sentiment and fund performance in a competitive market. The filing does not specify what steps the company will take next, but continued transparency and adherence to regulatory standards will likely be a priority for Advisors Preferred Trust.
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