The Potomac Funds Changes "Direxion"
The Potomac Funds, a provider of leveraged index and
alternative-class mutual fund products, recently announced a new name,
Direxion Funds, as part of a strategic plan in which it also announced
a new executive team and introduction of several new 2.5x leveraged
index funds.
The firm also established new executive offices in
Boston. Investment management and trading operations remain in New York.
"It‚s an important time to be in the leveraged index
and alternative-class mutual fund market, to help investment advisors
grow their businesses and to transition the entire sector from a small
entrepreneurial segment of the fund universe to a professionally
managed, well-recognized and fully utilized category," says new Chief
Executive Officer Ron Fernandes.
On the product side, the company filed and received
approval, effective May 1, for approximately 30 new funds, which will
be rolled out during the year. By the end of 2006 Direxion Funds will
offer approximately 50 funds, including up to 16 Bull and Bear 2.5x
leveraged index funds–including domestic equity, international and
fixed-income funds. Direxion Funds will also expand its sales team,
adding experienced wholesalers to serve investment advisors and
building a new sales desk to support them.
Direxion Funds has approximately $1 billion in
assets under management. For more information, please call 877-437-9363
or visit www.direxionfunds.com.
Fidelity Launches Value International Fund
Fidelity Investments has launched the Fidelity
International Value Fund, with retail and Advisor share classes.
The fund will normally be broadly diversified across
different countries and regions of the world. Its benchmark will be the
MSCI EAFE Value Index.
Fidelity International Value Fund is available
directly to investors and through advisors at banks, insurance
companies and broker-dealers via Fidelity Advisor International Value
Fund. For more information visit fidelity.com.
Vanguard Offers New Retirement Funds
Vanguard is adding five Target Retirement Funds,
allowing investors to select a fund that more closely matches their
expected retirement date.
Vanguard now offers 11 Target funds, which are
broadly diversified "fund-of-funds" that invest primarily in stock and
bond index funds and gradually shift to a more conservative asset
allocation as the target date approaches. The minimum initial
investment is $3,000. Weighted expense ratios range from 0.20% to
0.21%. For more information visit www.vanguard.com.
Support Platform For SMAs Introduced
Pershing LLC has launched Managed Account Direct, an
open architecture platform to support separately managed accounts.
Offered through Pershing Advisor Solutions LLC,
Managed Account Direct is specifically tailored to meet the needs of
RIAs. It allows experienced separately managed accounts users to work
with their current portfolio managers, have their own in-house research
teams and due diligence processes, and outsource day-to-day operational
processes.
Additional information is available at www.pershingadvisorsolutions.com.
Whole Life Offered
For Seniors
Philadelphia American Life of Houston has launched a
guaranteed-issue Single Premium Whole Life policy, "Advantage Life."
Designed as a wealth transfer vehicle for seniors, there is no
underwriting. The minimum premium is $5,000 and the maximum face amount
is $100,000. For more information, call 877-306-1836 or visit
www.transferyourwealth.com.
Real Estate Fund Changes Approved
Shareholders of Wilmington Multi-Manager Real Estate
Securities Fund have approved a proposal to broaden the fund‚s
investment parameters and change its name to Wilmington Multi-Manager
Real Asset Fund, Wilmington Trust has announced.
The fund expects to invest in a diversified mix of
inflation-linked bonds, real estate-related securities and natural
resource/commodity-related securities. Prior to the conversion, the
fund‚s focused solely on real estate-related securities.
For more information, please visit www.wilmingtontrust.com.
ADVISOR EMPORIUM
July 1, 2006
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