ATLANTA, November 1, 2017 – The Blue Current Global Dividend Fund (NASDAQ: BCGDX) (“Fund”) announced the Fund received a Lipper Leader rating, the fund achieved its three-year track record in September (09/30/17) and Lipper designated the fund as a “Lipper Leader” in the Global Equity Income Category. The fund received Lipper’s highest rating for Total Return, Consistent Return, Preservation, and Tax Efficiency. BCGDX received the following ratings for the overall and 3-year period: Total Return: 5 (136 funds); Consistent Return: 5 (136 funds); Capital Preservation: 5 (11,917 funds); Tax Efficiency: 5 (136 funds).
Lipper Leaders is a mutual fund rating system that analyzes funds against a set of clearly defined metrics. The top 20% of funds receive a rating of ‘5’ and are named Lipper Leaders. Overall ratings are based on an equal-weighted average of percentile ranks for each measure over a 3 year period.
“These ratings from Lipper are an important accomplishment and a testament to the Fund’s investment strategy and team,” said Paul Izlar, Head of Investor Relations for Blue Current Funds. “With yield in short supply and safe income streams providing little return, we strive to deliver an increasing cash flow stream to our investors each year that has compounded at an annualized rate of 10% since inception of the Fund.”
Launched on September 18, 2014, the Fund, which is co-managed by Harry Jones and Dennis Sabo, has since grown to over $62 million in assets and is available for purchase at Fidelity, Schwab, Pershing, and TD Ameritrade under the ticker symbol BCGDX.
The Fund utilizes its investment strategy in growing cash flow through what we believe is a niche universe of high quality, dividend-paying companies with sustainable business models and dividend policies. The primary objectives are to pay a stable and increasing dividend each quarter and deliver attractive long term capital appreciation to investors.
About Blue Current Global Dividend Fund
The Blue Current Global Dividend Fund utilizes Edge’s investment strategy in selecting global companies that offer an attractive yield and are expected to reward investors through increasing cash flow over time. The primary objectives are to seek current income and deliver long-term capital appreciation to investors. For more information, please visit www.BlueCurrentFunds.com.
About Edge Capital Partners
Edge Capital is a boutique financial advisory firm devoted exclusively to serving individuals, families and institutions with substantial wealth. We understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. As an independent, employee-owned firm, we provide objective, holistic advice guided only by our clients’ best interests. Whether the need is to strategically enhance cash flow or facilitate multigenerational wealth, Edge tailors each financial solution to each client’s unique circumstances from the ground up. Edge Capital is the advisor to the Blue Current Global Dividend Fund. It’s time to RealizeMORE™ with Edge Capital. For more information, visit www.EdgeCapPartners.com.
Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 1-800-514-3583 or visiting www.bluecurrentfunds.com. Read the prospectus carefully before investing. The Fund may not be suitable for all investors. There is no guarantee that this, or any, investing strategy will be successful. Returns from dividend-paying stocks may underperform the returns from the overall stock market. Since the Fund invests primarily in dividend-paying stocks, the Fund’s performance may at times be better or worse than the performance of mutual funds that focus on other types of strategies. Performance data quoted represents past performance; past performance does not guarantee future results.
The Blue Current Global Dividend Fund is distributed by Ultimus Fund Distributors, LLC.
Lipper Leader Disclosure: As of 09/30/2017, Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers; Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns, adjusted for volatility, relative to peers; Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. Preservation ratings are relative, rather than absolute, measures and funds named Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and mixed equity funds than for fixed income funds. The Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return, Consistent Return, Capital Preservation and Tax Efficiency metrics over three-, five-, ten-year and overall periods (if applicable). The highest 20% of funds in each peer group are named Lipper Leader or a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1. BCGDX , in Lipper’s Global Equity Income classification, received the following ratings for the 3-year period: Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. More information is available at www.lipperweb com. Thomson Reuters ©2017. All Rights Reserved