IPO - Advisors Preferred Trust
Form Type: 485BPOS
Filing Date: 2025-04-15
Corporate Action: Ipo
Type: New
Accession Number: 000158064225002377
Filing Summary: This filing represents a post-effective amendment to the registration statement under the Securities Act of 1933 and the Investment Company Act of 1940 for Advisors Preferred Trust. It outlines details regarding the Gold Bullion Strategy Portfolio that targets returns reflecting the performance of gold bullion prices. The Portfolio will primarily invest in gold-related ETFs, ETNs, futures, forward contracts, and fixed-income securities. The filing also discusses the management structure, including Advisors Preferred, LLC as the Investment Adviser and Flexible Plan Investments, Ltd. as the Sub-Adviser, and details various risks associated with the investments, such as gold risk, concentration risk, and management risk. The effective date for the registration statement is set for May 1, 2025, suggesting an imminent public offering.
Additional details:
Address: 1445 Research Boulevard, Suite 530 Rockville, MD 20850
Telephone Number: (240) 223-1998
Investment Objective: The Gold Bullion Strategy Portfolio seeks returns that reflect the performance of the price of Gold bullion.
Management Fees: 0.75%
Distribution Fees: 0.50%
Other Expenses: 0.24%
Total Annual Portfolio Operating Expenses: 1.63%
Portfolio Turnover: 212%
Principal Investment Strategies: Invest primarily in Gold bullion-related ETFs, ETNs, futures, forward contracts, and fixed income securities.
Risks: Gold risk, concentration risk, derivatives risk, ETF risk, fixed income risk, and market risk.
Sub Advisers: Flexible Plan Investments, Ltd.
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