Investment Products – Tactical Allocation Portfolios (ITAPs)

ICON Tactical Allocation Portfolios (ITAPs)

The Advantages of the ICON Investment System

ICON’s approach within our Tactical Allocation Portfolios is geared toward taking advantage of opportunities in an actively moving market, rotating in and out of certain investments based on valuation levels. We make tactical portfolio allocation changes by rotating through market sectors and actively managing allocations of domestic and international equities, fixed income, and cash positions.

ICON offers 8 Tactical Allocation Portfolios ranging from more conservative, income-focused solutions through growth-focused solutions, to meet a variety of investor needs.

ITAP Range

This relative risk profile shows our assessment of the potential volatility of 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.

Portfolio Performance

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

Portfolio Documents

ITAPs Available to Investors

	Domestic	International	Global
Growth	U.S. Growth Portfolio	International Growth Portfolio	Global Growth Portfolio
Moderate	U.S. Moderate Portfolio		Global Moderate Portfolio
Conservative	U.S. Conservative Portfolio U.S. Income Portfolio		Global Conservative Portfolio

Account Paperwork, Regulatory Documents and Client Materials

Easily access key portfolio information.

Helping Your Practice

ICON makes it easy to manage your growing practice. Use this website to view sales materials for your office, obtain paperwork to open an account, process account changes, or view important documents such as management agreements.

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 contains this and other information about the Funds; please read the prospectus and carefully before investing. RFS Partners, 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.

ICON Advisers, Inc. is the sub-adviser to the ICON Funds. RFS Partners is the distributor of the ICON Funds.

Investment Products – Tactical Allocation Portfolios (ITAPs)

ICON Tactical Allocation Portfolios (ITAPs)

Portfolio Performance

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