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Sunday, August 25 2013

Catalyst Capital Advisors and Princeton Advisory Group have published a white paper on the floating rate bank loan asset class. The white paper can be accessed here: A Guide to Floating Rate Bank Loans – An Attractive Investment for a Rising Interest Rate Environment.

Floating rate bank loans offer investors:

  • Protection against rising interest rates
  • Potential for high current income
  • Low correlation to other asset classes

Factors to consider when deciding to invest in this asset class include:

  • Intensive research offered by active management, which can reduce credit risk and improve portfolio yields
  • Size of fund, as smaller bank loan issues that provide more attractive opportunities are not practically accessible to very large funds
  • Recent bank loan issues/recently launched funds are more likely to hold most if not all of their portfolio in bank loans with LIBOR floors, which provide protection in the event interest rates drop
Posted by: AT 11:00 am   |  Permalink   |  Email
Catalyst Funds | 36 New York Avenue Floor 2, Huntington, NY 11743 | Phone: 646-827-2761 | Email:
Catalyst Funds c/o Gemini Funds | PO Box 541150 Omaha, NE 68154-1150 | Phone: 866-447-4228 | Email:

An investor should consider the Fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the Catalyst Funds can be found in the Fund's prospectus, which can be obtained by calling 1-866-447-4228. Please read the prospectus carefully before investing. The Catalyst Funds are distributed by Northern Lights Distributors, LLC., Member FINRA/SIPC. 4485-NLD-5/24/2017 9010-NLD-10/20/2017

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