Bain Capital Equity Opportunities Fund
Available through M Financial Insurance Advisory
Offerings
The Bain Capital Equity Opportunities Fund seeks to provide capital appreciation over a multi-year market cycle, generally at least 3-5 years. The Fund utilizes a concentrated fundamental long equity strategy, seeking opportunities globally across Bain Capital Public Equity’s core areas of industry domain expertise. The strategy seeks to generate attractive return relative to the global equity markets through portfolio concentration and by investing over an intermediate-term investment horizon while maintaining reasonable balance across style and risk factors.
Investor documents
REPORTS AND STATEMENTS
MONTHLY FACTSHEET
PROSPECTUS
Important disclosure information
The Fund is an investment vehicle for variable annuity contracts and may be subject to fees or expenses that are typically charged by these contracts. Please review the insurance contract prospectus for further description of these fees and expenses. This product is available as a sub-account investment to a variable annuity contract only and is not offered directly to the general public.
Investing involves risk, including loss of principal. The value of the fund's shares, when redeemed, may be worth more or less than their original cost.
Investors should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund and should be read carefully before investing. The prospectus may be obtained at 877-322-0576.
The Fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC.
The Fund is newly formed and has no operating history.
