SIMVX : SIM Global Core Managed Volatility Fund Class Z Shares

Fund Summary

The investment seeks to achieve long-term capital appreciation while reducing drawdowns relative to the broader global markets. The fund operates as a "fund of funds." It pursues its investment objective by investing in exchange-traded securities of other investment companies including exchange-traded funds ("ETFs") ("underlying funds"). Under normal circumstances, the fund invests approximately 75% of its net assets in underlying funds. It may engage in active trading of securities which can increase transaction costs (thus lowering overall performance).