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Home > Financial Services > Mutual Funds > Activa
Activa
The Activa Funds is a family of mutual funds designed to help meet a variety of, short, medium, and long, range financial goals. The Activa Funds offers a series of mutual funds that pursue a variety of investment objectives within a single family of funds. Whether the investor is an experienced or just starting out, The Activa Funds can help to create an investment portfolio that is tailored to the investment needs.
Activa Asset Management LLC serves as the Investment Adviser for each Fund and provides overall investment strategy. Activa Asset Management began acting as Investment Adviser in September of 1999. Activa Funds believes that the success of investor’s personal investment plan is dependent upon the investor focusing on the asset allocation decision. Selection of the appropriate investment manager, although important, is not necessarily the determining factor whether or not the investor reached their personal financial goals.
Therefore, Activa offers a family of Funds that allows the investor to focus on the asset allocation decision and leaves the manager selection responsibility to the company. It is the company’s aim to provide the investor with leading investment firms who have been responsible for managing assets for large corporations and institutional investors. There are four types of Activa Funds such as Activa Intermediate Bond Fund, Activa Growth Fund, Activa International Fund and Activa Value Fund.
The Fund Features of the company are categorized in different plans as in Low Minimum Investment; Activa has a low minimum initial investment of 500 dollars and in Low Subsequent Investments, the subsequent investments may be made for as little as 50 dollars. In the Automatic Investment Plan investments can be arranged to make automatic monthly investments directly from the bank account. In Direct Deposit the investor can arrange to have all or a portion of monthly Quixtar Bonus deposited directly to its Activa account.
Activa Asset Management, LLC and Activa Mutual Fund Trust have developed a Business Continuity Plan on how they will respond to events that significantly disrupt their business. Since the timing and impact of disasters and disruptions is unpredictable, the company has to be flexible in responding to actual events as they occur. With that in mind, Activa is providing with this information on business continuity plan.
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