The Rundown: FS Chiron Capital Allocation Fund

Client Portfolio Manager, Phil O’Brien, provides the key, fund-related updates from the past month in two minutes.

The Rundown: FS Chiron Capital Allocation Fund

Client Portfolio Manager, Phil O’Brien, provides the key, fund-related updates from the past month in two minutes.


March 2022 performance insights 

The fund’s equity positions contributed to performance while the fixed income, precious metals and equity hedge allocations detracted from return. Additionally:

  • Materials stocks outperform
  • Consumer discretionary underperforms
  • U.S. exposure outperforms
  • Europe holdings detract
Read more in this month’s commentary  

Disclosures

FS Chiron Capital Allocation Fund is distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Drive, Oaks, PA 19456. SIDCO is not affiliated with Chiron Investment Management or FS Investment Solutions, LLC.

RISK FACTORS

To determine if the Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk, charges and expenses. This and other information can be found in the Fund (full and summary) prospectus, which can be obtained by calling 877-924-4766 or by visiting www.fsinvestments.com. Please read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal. Bonds and bond funds will decrease in value as interest rates rise. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. In addition to the normal risks associated with investing, international investments may involve risk or capital loss from unfavorable fluctuation in currency values, differences in generally accepted accounting principles or from social, economic or political instability in other nations. Emerging markets involve heightened risks related to these factors as well as increased volatility and lower trading volume. REIT investments are subject to changes in economic conditions, credit risk and interest rate fluctuations. The Fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses.

There is no assurance that the investment process will consistently lead to successful investing. Diversification does not eliminate the risk of experiencing investment losses.

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