8+ year track record
CUMULATIVE RETURN
Growth Fund
688.57%
S&P 500 Index
443.49%
Greater than 10% annualized returns*
Annualized Return
Growth Fund
18.78%
S&P 500 Index
15.15%
Less than 15% volatility
Annualized Volatility
Growth Fund
6.21%
S&P 500 Index
13.84%
Low or no correlation to the S&P 500
Compared to S&P 500
Growth Fund
0.18
S&P 500 Index
-
*Historical performance (2010 to 2021) of the underlying investments in the Growth Fund, net of all fees.
4
Our Funds
Growth + Income
<30 seats remaining
Created with a goal to grow your principle through a low volatility fund that minimizes correlation to public markets. Returns are generated by a diversified blend of the top 1% performing private fund managers that were evaluated by Equi’s proprietary data platform and further screened by our asset management team.
Targeted Total Return
10-14%
Minimum Investment
$250,000
Liquidity
Quarterly*
*with 90 days notice
Growth
<5 seats remaining
Targeted Total Return
13-17%
Minimum Investment
$250,000
Liquidity
Quarterly*
Special Opportunity
$30m remaining
Targeted Total Return
15-20%
29%
Minimum Investment
$150,000
Liquidity
Quarterly*
*with 90 days notice