Simplified Access to Defined Outcomes

m+ funds provide a defined outcome return on a specified ETF at a specified maturity date. The funds are intended to provide investors greater certainty of investment results, compared to other alternatives, with a predetermined amount of downside protection, enhanced upside, or both.

All m+ funds are registered under the Investment Company Act of 1940 and are publicly offered funds that:

• Are built on a fiduciary framework
• Provide daily liquidity at the fund’s net-asset-value (NAV)
• Contain no bank or corporate credit risk
• Are not listed on any securities exchange
• Can be customized to meet specific investment objectives

VIEW AVAILABLE FUNDS

See our current and matured m+ fund offerings

m+ Family of Funds

PRESERVATION

Aim to help investors concerned about market losses maintain market exposure or invest excess cash

LEARN MORE
preservation
buffered-v02

BUFFERED

Provide investors with a buffer against market losses with limited participation in market gains

LEARN MORE

GROWTH

Seek to enhance market gains with full downside participation

LEARN MORE
growth-v02

Learn more about m+ family of Funds

how-the-funds-work-icon

HOW THE FUNDS WORK

Learn more about certain features of m+ funds

glossary-icon

GLOSSARY

Definitions of key defined outcome terms

contact-icon

CONTACT

Learn more about iCapital defined outcome solutions

Securities may be offered through iCapital Securities, LLC, a registered broker/dealer, member FINRA and SIPC, and subsidiary of iCapital and/or Axio Financial LLC, a registered broker/dealer, member FINRA and SIPC, and subsidiary of iCapital.

‏‏‎Insights | See All