"The future standard portfolio may look more like 50/30/20 — stocks, bonds, and private assets like real estate, infrastructure, and private credit."
— Larry Fink, BlackRock CEO
No accreditation required
Low minimum investments
No wealth manager needed
Top-Tier Institutional Funds
14%
Return
12%
Return
6%
Return
9%
Return
Past performance is not a guarantee of future results. Historical returns are based upon the Net Asset Value (NAV) per share as of recent quarterly distribution declaration dates. Historical return percent excludes the effect on NAV per share of one-time 5.75% sales commission paid to the investment manager (0.75%) and Alture's broker-dealer (5.00%).
60/40 can be a One-Sided Bet
When stocks and bonds move together, your "balanced" portfolio becomes 90% equity risk.
Dec 2023 Stocks & Bonds Hit Near Perfect Correlation
Past performance does not guarantee future results. The index is for illustrative purposes only and does not represent an actual investment. It is not possible to invest directly in an index. Global Equities represented by MSCI World Index, Global Bonds by Bloomberg Global Aggregate Index. Correlation is a statistic that measures the degree to which two investments move in relation to each other. A correlation coefficient of 1 indicates a perfect positive correlation, meaning that they move in the same direction by the same amount. A coefficient of -1 indicates a perfect negative correlation, meaning that they have historically moved in the opposite direction. Therefore, the lower the number, the better the diversification.Source: Morningstar, Brookfield. As of December 31, 2023.
All Four Pillars Beat 60/40
In 2022 with stocks and bonds moving in lockstep, 60/40 portfolios offered no protection, falling -17%. Meanwhile, alternatives proved their true diversification power.
Past performance does not guarantee future results. Investing in Alternative Investments is speculative and involves substantial risks. The “Risk Factors” section of the Prospectuses contain a detailed discussion of risks that should be considered before you invest. These risks include, but are not limited to, illiquidity, complete loss of invested capital, conflicts of interest, blind pool risk, and any public health emergency. Further, there is no assurance that any Alternative Investment will be able to achieve its investment objectives.
Power Up Your Portfolio
Institutional Investors use alternatives to build diversified portfolios and seek enhanced risk-adjusted returns.
Past performance does not guarantee future results. For illustrative purposes only. Information does not represent returns of a fund. An investor cannot invest in an index. Global Equities represented by the MSCI World Index, Global Bonds by the Bloomberg Global Aggregate Bond Index, Private Equity by the Preqin Private Equity Index, Private Credit by the Cliffwater Direct Lending Index, Private Infrastructure by the Preqin Private Infrastructure Index, Private Real Estate by the Preqin Private Real Estate Index, Commodities by the Bloomberg Commodity Index, Hedge Funds by the HFRI Weighted Composite Index, Risk Free Rate by the ICE BofA US 3-Month Treasury Bill, Listed Real Estate by the FTSE EPRA Nareit Developed Index, and Listed Infrastructure by the FTSE Global Core Infrastructure 50/50 Index after December 31, 2014; data from July 30, 2008 through December 31, 2014 represented by the Dow Jones Global Infrastructure Index. Source: Bloomberg, Preqin, HFRI, Morningstar. For the period January 1, 2008 through September 30, 2023.
Smart Money Is In, And You're Being Left Out
While institutions and ultra high net worth moved billions into alternatives - CalPERS $200B, Harvard $39B - individual investors remain left behind with less than 5% allocation to alts.
Explore the four pillars of alternatives and consider their potential role in your investment strategy
Built For Investors Who Think In Decades Not Days
Alture Funds isn't for traders or investors looking for quick gains, BUT we are built for strategic investors who aim to preserve & build wealth over the long term — using the same allocation strategies in Alts that CalPERS & Harvard use to weatherproof their portfolios.
Dedicated support from our team of alternative investment specialists who can answer questions, explain complex strategies, and guide you through every step of your investment journey.
From top-tier managers across private credit, real estate, infrastructure, and private equity as they become available.
With your personal dashboard available 24/7. Set up systematic recurring investments to grow your portfolio on auto-pilot.
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