Biblical Mutual Fund Beats Benchmark At Seven Year Anniversary

The biblically responsible Issachar Fund marks seven years of trading on 2/28/2021 with benchmark beating performance.
Eric Smyth
investing
Mar 24, 2021

Lafayette, Louisiana, March 23, 2021 – The biblically responsible Issachar Fund celebrated seven years of trading on February 28th, 2021. Since the launch in 2014, the Issachar Fund returned 5.72% annualized (as of 2/28/2021), outperforming its benchmark, the IQ Hedge Multi-Strategy Index, which returned 3.33% over the same time period. This outperformance of 2.39% was achieved with a 3.62% lower maximum drawdown than the benchmark, helping to buffer investors from stock market volatility and declines (see below for complete list of returns).

“Praise the Lord for these past seven years,” commented Dexter Lyons, portfolio manager of the Issachar Fund. “Being able to serve faith-based investors with this distinctive hedge-fund style risk management in a mutual fund wrapper is a blessing and I believe the best is yet to come.”

Performance (as of 12/31/20)

1 Year

3 Years

5 Years

Since 2/28/14

Issachar Fund (LIONX)

26.19%

10.14%

7.14%

5.45%

Benchmark: IQ Hedge Multi-Strategy Index

6.26%

4.04%

4.26%

3.32%

 

Data as of 2/28/21

Performance since inception

Max Drawdown since Inception

Issachar Fund (LIONX)

5.72%

-10.19%

Benchmark: IQ Hedge Multi-Strategy Index

3.33%

-13.81%

Source: www.investorsfasttrack.com

The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 866-787-8355. Total gross annual fund operating expenses are 2.56% (LIONX) and 2.31% (LIOTX), which have been contractually reduced to 1.97% (LIONX) and 1.72% (LIOTX) net expenses until at least February 1, 2022, at which point the fee reduction may be extended.

ABOUT THE ISSACHAR FUND

The Issachar Fund provides investors with the liquidity, convenience and ease of access of a mutual fund, combined with the institutional risk management qualities of a hedge fund. The fund is a diversified, tactically managed mutual fund that seeks to provide moderate capital appreciation consistent with capital preservation in an attempt to limit life-altering market declines. 

The Issachar Fund is an affiliate of Inspire Investing, a global leader in the biblically responsible investing industry managing $1.4 billion in assets and is listed on the Inc. 5000 list of “Fastest Growing Private Companies In America.” The management team of the Issachar Fund has worked with Inspire since 2019 to help with the conversion to biblically responsible investing and leverage Inspire’s broad network to get the word out about the fund. The Issachar Fund is committed to investing in positive companies making the world a better place and avoiding investments in companies involved in unethical and immoral business practices. We believe this is the right thing to do, both for the world and for portfolio returns.

To learn more about the Issachar Fund, including fact sheets and performance data, visit www.issacharfund.com.

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For media inquiries, contact:

Eric Smyth

inspire@inspireinvesting.com

(831)382-6572

IMPORTANT RISK INFORMATION

Because the Fund does not invest in Excluded Securities and will divest itself of securities that are subsequently discovered to be ineligible, the Fund may be riskier than other Funds that invest in a broader array of securities because the Fund may have a smaller universe of investments to choose from due to the Adviser’s strategy. Mutual Funds involve risks, including the possible loss of principal.  An investment in the Fund may not be appropriate for all investors.  The Adviser's judgment about the attractiveness, value, and potential appreciation of particular asset classes and securities in which the Fund invests may prove incorrect and may not produce the desired results. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Issachar Fund. This and other important information about the Fund are contained in the prospectus, which can be obtained by calling 1-866-787-8355. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, member FINRA/ SIPC. Horizon Capital Management Inc. and Inspire Investing are not affiliated with Northern Lights Distributors, LLC.

NLD Review Code: 5140-NLD-3/19/2021


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*Advisory Services are offered through CWM Advisors, LLC dba Inspire, a Registered Investment Adviser with the SEC. All expressions of opinion are subject to change. This article is distributed for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Investors should talk to their financial advisor prior to making any investment decision.

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