8% Preferrred Return* and Share of Return Above 8%
Potential for Higher Return; Exact Return will Fluctuate Every Year
Your Return is Based on the Fund Results
*While not the same as a guaranteed return, a preferred return is paid first to the investor before anything is earned by the fund. In this case, the first 8% annually earned by the fund will be paid 100% to the investor. Anything excess of 8% is shared with the fund. If the fund would experience a low return in a given year, the total return earned by the investor could be below 8%.