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Flexible Plan Investments launches new STF mutual fund


Flexible Plan Investments has launched a new mutual fund based on its Self-adjusting Trend Following (STF) separately managed account strategy – The Quantified STF Fund (QSTFX).

The Quantified STF Fund joins a suite of four other Quantified mutual funds, which are derived from successful separately managed account strategies advised by Flexible Plan.
The fund will follow easily identifiable market trends, with a proprietary rule set that seeks to take advantage of both up or down market trends. Flexible Plan uses the STF strategy to allocate Fund assets among long and short equity-related investments and long fixed income–related investments. Because the market risk exposure of the STF strategy is solely based on the price action of the NASDAQ 100 Index, the STF strategy aims to outperform the NASDAQ 100 Index over the long term with less downside risk. 
"STF has been one of our most popular alternative investment strategies among our separately managed accounts. The Fund will allow us to implement the disciplined methodology with potentially lower cost investments, while deriving income from a substantial, relatively short-term, bond portfolio," says Jerry Wagner, founder & president of Flexible Plan and one of the Fund's portfolio managers.
Flexible Plan Investments, Ltd, and Advisors Preferred, serve as subadvisor and advisor to the Fund, respectively. Dr Z George Yang, co-chief investment officer & senior portfolio manager at Flexible Plan, is the Fund's portfolio manager together with Wagner.

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