Managers Investment Group

FQ Global Alternatives Fund

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Overview Performance & Risk

Fund Facts (as of 3/31/2012)

Investment Style: Global Tactical Asset Allocation
Benchmark(s): Citigroup 1 Month U.S. Treasury Bill
Subadvisor(s): First Quadrant, L.P.
Fund Net Assets: $393,465,387

Share Class Facts

Share Class: Class A
Ticker: MGAAX
Cusip: 56171L108
Inception Date: 3/30/2006
Expense Ratio:
(Gross / Net) 		2.74% / 2.10%
Minimum Investment:
Initial / Subsequent 		$2,000 / $100
Minimum IRA Investment:
Initial / Subsequent 		$1,000 / $100
Maximum Sales Charges: 5.75%
12b-1 Fees: 0.25%

Learn more about share classes offered by Managers Investment Group.

Fund Focus

Managers AMG FQ Global Alternatives Fund seeks to generate returns through risk-controlled exposure to long and short positions in the global (U.S. and non-U.S.) equity, bond and currency markets.

The Fund may use a wide range of derivative instruments (including futures, options, swaps and forward contracts) and direct investments to allocate exposure among asset classes, countries and currencies.

This Fund's investment process involves an analysis of returns based on:

  1. Relative returns derived from global asset class performance (for example, how global stocks performed relative to global bonds and cash)
  2. Relative returns within the equity asset class based on country, (for example, how U.S. equities performed relative to other global equities)
  3. Relative returns within the fixed income asset class based on country (for example, how U.S. bonds performed relative to other global bonds)
  4. Risks associated with currencies

Where This Fund May Fit As Part Of Your Asset Allocation

The Managers AMG FQ Global Alternatives Fund may be appropriate for your overall investment allocation if you are:

  • Seeking a mutual fund that may establish long or short exposure to global equity, bond and currency markets, and are willing to accept the risks of global investing
  • Seeking a mutual fund that invests in a range of alternative investments, including futures, options and other derivatives, as well as currencies and index exchange-traded funds
  • Seeking to produce returns that are not directly correlated to major public equity or bond markets and are interested in either growth or income
  • Willing to accept short-term volatility of returns

Disclosure

Investors should carefully consider the Fund's investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.

The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than quoted. The investment return and the 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. From time to time the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields on the Fund are net of expenses. Unlike the Fund, the index listed is unmanaged, is not available for investment and does not incur expenses.

Class C shares convert to an equal dollar value of Class A shares at the end of the tenth year after purchase.

The Fund's investment manager has contractually agreed, through at least March 1, 2013, to limit Fund operating expenses. The net expense ratio reflects this limitation, while the gross expense ratio does not. Please refer to the Fund's prospectus for additional information on the Fund's expenses.
Daily Pricing 05/17/2012 Open/Close Daily Pricing
Class A
NAV: $9.22
NAV $ Change: $-0.03
NAV % Change: -0.32%
YTD Return (as of 04/30/2012)
- at NAV 1.66%
- with Load -4.18%
 

 

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