ISOTYX Closed-End Strategy: Select Opportunity Portfolio


The Portfolio seeks to provide current income and the potential for capital appreciation.

Strategy Description

The Portfolio seeks to achieve its objective by investing in a portfolio consisting of common stocks of closed-end investment companies (known as "closed-end funds") that invest in various global fixed income and equity securities. The closed-end funds included in the Portfolio may invest in a wide range of sectors and strategies such as global bonds, global equities, high-yield bonds, real estate, covered calls, and other total return strategies.

Summary Data

Label Value
Series 2019-2
Asset Class
Investment Strategy/Goal
Investment Type/Style