The Trust will invest up to fifty percent (50%) of its funds in exchange-traded products, such as futures, options, and commodity products regulated by the U.S. Commodity Futures Trading Commission, as well as publicly-traded stock and bonds. › see complete description
Investment funds will be pooled, with each investor owning a pro rata portion of the pool. The principal pool is the Universal Venture Fund.
Separate pools can be established to meet customized investment objectives of both U.S. and foreign-based investors, including estate planning and income tax objectives.
The Trust accepts U.S. and foreign assets, as well as tax deferred accounts, including IRA, SEP and 401(k) retirement accounts.