SEC CRD #801-100408
m+ funds What We Do Funds Team Contacts iCapital m+ funds ® defined outcome investments Learn more Our Funds New m+ funds are offered frequently. The following funds are currently in their primary offering period. m+ Preservation 100 Fund Series 7-35 Upside* 1-to-1 of SPY up to Capped Return: 14.85% Downside* Maximum Loss: 0% Maturity Date 05.31.2028 Reference Asset SPDR ® S&P 500 ® ETF (SPY) Symbol MPLCYX Fee-based CUSIP 62480B286 Standard CUSIP 62480B278 View fund details m+ Buffer 20 Fund Series 1-58 Upside* 1-to-1 of QQQ up to Capped Return: 28.84% Downside* Buffer: 20% Protection against price decreases to -20% Maturity Date 04.17.2028 Reference Asset Invesco QQQ Trust Symbol MPLCXX Fee-based CUSIP 62480B260 Standard CUSIP 62480B252 View fund details m+ Buffer 20 Fund Series 1-57 Upside* 1-to-1 of SPY up to Capped Return: 23.14% Downside* Buffer: 20% Protection against price decreases to -20% Maturity Date 02.29.2028 Reference Asset SPDR ® S&P 500 ® ETF (SPY) Symbol MPLCUX Fee-based CUSIP 62480B880 Standard CUSIP 62480B807 View fund details *On the Maturity Date only, based on the Inception Value per Unit, and subject to reduction based on fees and expenses. This description is not intended to be complete. You should consider the fund’s investment objective, risks and charges & expenses carefully before investing. Contact your financial advisor and read the prospectus below, which contains this and other information on the fund. Read it carefully before you invest. Offer
CHRISTOPHER W. THOME
CHIEF COMPLIANCE OFFICER
📞 (212) 994-7400
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Check Size
$7.8B–$7.8B
Location
NEW YORK, NY
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