Before You Invest

Alternative Investments

Winton Funds are available through many financial advisors. Where applicable, please consult with your financial advisor about adding a Fund to your investment portfolio.

To invest directly, please:

  1. Read the applicable Fund's prospectus carefully before investing, paying attention to any investor eligibility requirements or qualifications.

  2. Review the specific fund sections of this website for an overview of the applicable Fund.
    Please note: Shares in the Winton Diversified Opportunities Fund are only being sold to investors who meet the definition of “qualified clients” under Rule 205-3 under the Investment Advisers Act of 1940 (click here for the definition) and related guidance provided by the U.S. Securities and Exchange Commission (the “SEC”) or its Staff. In order to purchase shares, a prospective investor must submit a completed investor certification to SEI Investments Distribution Co., the Fund’s distributor, or a selling agent or sub-distributor.

  3. Select and complete the appropriate application.

  4. Mail the completed, signed application, along with a check made payable in the name of the applicable Fund for no less than the minimum investment amount, to:

    Send to:
    Winton Diversified Opportunities Fund
    P.O. Box 588
    Portland, ME 04112

    For overnight packages:
    Winton Diversified Opportunities Fund
    c/o Atlantic Fund Services, LLC
    Three Canal Plaza, Ground Floor
    Portland, ME 04101


  5. Please note: We do not accept cash, drafts, starter checks, third-party checks or checks drawn on banks outside the United States.

 

 


 
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LITERATURE & APPLICATIONS


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Carefully consider the Fund's investment objectives, risk, and charges and expenses. This and other information can be found in the Fund's prospectus, and associated statement of additional information, which can be obtained by calling 212-702-3129 or by clicking here. Please read the prospectus and associated statement of additional information carefully before investing.

All investing is subject to risk, including the possible loss of principal. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. These risks are heightened in emerging markets. Please see the prospectus for a complete discussion of the risks applicable to the Fund. Investments in smaller companies typically exhibit higher volatility. There is no guarantee that each Fund’s investment objective will be met.

The Winton Fund referenced on this site is distributed in the United States by SEI Investments Distribution Co., One Freedom Valley Drive, Oaks, PA 19456.