Top Portfolio Products: New Funds From Linde Hansen, Pyxis Capital

HNRAX, through the Master Fund, invests in equities of natural resources companies and will seek long-term outperformance of the S&P North American Natural Resource Sector Index. Unlike other natural resource funds, it will invest in sectors such as timber and agribusiness, which are not included in the traditional natural resource indexes.

3) Forward Select Income Fund Closing to New Investors

Forward, advisor to Forward Funds, announced Thursday that it has closed the Forward Select Income Fund (KIFAX) to most new investors as of March 30. The closing does not affect existing shareholders, who may continue to purchase shares.

The decision to close the fund was made to limit flows of new assets into the fund, which invests in preferred securities of real estate investment trusts with a focus on generating income. The closing of the fund will help maintain the quality of its investments and seeks to look after the best interests of the fund’s current shareholders.

4) Guinness Atkinson Launches Inflation Managed Dividend Fund

Guinness Atkinson Asset Management, advisor to the Guinness Atkinson Funds, announced on Wednesday the launch of the Inflation Managed Dividend Fund (GAINX), managed by Dr. Ian Mortimer and Matthew Page.

GAINX seeks current income and consistent dividend growth that exceeds inflation, with a global strategy that screens for high-quality, cash-generating companies to create a portfolio income stream that grows faster than inflation. The fund seeks to construct an equally weighted, concentrated portfolio of 35 stocks, diversified by geography and sector, with a focus on companies that have generated consistent, inflation-adjusted cash flow ROI in excess of 10% for 10 consecutive years.

Read the March 23 Portfolio Products Roundup at AdvisorOne.