A Strategic Complement to Tactical Portfolios
These profiles reflect ICON’s goals for the ICON-managed portfolios relative to one another and should not be used to compare the portfolios to other types of investments. Each portfolio has its own strategy and risk/reward profile, and a portfolio’s risk profile is subject to change. Please consult your Financial Representative before investing in the portfolios to determine that these strategies fit with your overall investment goals. ICON monitors all portfolios on an ongoing basis and rotates fund positions periodically as market conditions and opportunities change.

Generally, Growth portfolios utilize mutual funds with a greater exposure to equity investments relative to other ICON-managed portfolios, resulting in what ICON considers a higher risk of loss than a more conservative ICON-managed portfolio.

Generally, Moderate portfolios invest in mutual funds with equity investments as well as mutual funds with fixed income investments, to increase, in ICON’s view, the importance of capital preservation relative to an ICON-managed Growth portfolio.

Generally, Conservative portfolios seek to preserve an investment portfolio’s value by investing in mutual funds which tend to have a higher exposure to fixed income investments while maintaining a smaller allocation to mutual funds with equity investments relative to an ICON-managed Growth or Moderate portfolio.

The SBIPs available to investors are:





Portfolio Performance

Keep up with monthly performance returns and the current positioning of the ICON Portfolios.

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    Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

    Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor

    ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this Website is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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