Why Invest in IPOs
The IPO market offers investors the opportunity to experience the rewards of owning fast-growing, innovative companies before they become household names.
Until recently, it has been difficult for individual investors to directly participate in the IPO market. Because underwriters usually favor institutional clients when allocating shares, the individual is often shut out from new issues. Risk in investing in IPOs can be high due to the lack of research on these companies. In response, Renaissance Capital Corporation, the leading IPO research firm, has created an alternative to direct investment in IPOs, the IPO Plus Aftermarket Fund (the IPO Plus Fund).
Why Invest in the IPO Plus Fund
- The IPO Plus Fund is the first and only mutual fund of its kind. Although others may invest a portion of their assets in IPOs, the IPO Plus Fund is the first-ever mutual fund to focus solely on IPOs and the IPO aftermarket.
- The IPO Plus Fund provides exposure to a unique asset class for those willing to assume the increased volatility associated with IPOs.
- While many other mutual funds only cater to large, institutional investors, the IPO Plus Fund is open to all investors. For as little as $5,000 ($2,500 for an IRA), individuals can have the opportunity to invest in a diverse selection of IPOs.
- The IPO Plus Fund offers a unique and diversified portfolio. Rather than focus on a specific type of company, the IPO Plus Fund invests in large- and small-cap stocks, foreign and domestic deals, companies that are value-based and those looking for strong future growth. Furthermore, by investing in numerous industry sectors, the IPO Plus Fund offers a diversified equity portfolio.
- Renaissance Capital is internationally recognized as the leading provider of research on IPOs to major institutions and individuals. The firm ranks and analyzes every institutional quality IPO before it is priced. Over the past seven years, Renaissance Capital has analyzed and built a proprietary research database of more than 5,000 IPOs.
Investment Objective
The IPO Plus Fund seeks appreciation of capital. It pursues this objective by investing in the common stocks of IPOs on the offering and in the aftermarket. The IPO Plus Fund gives individual investors the opportunity to invest in a diverse selection of IPOs that may not otherwise be accessible to individuals acting alone.
To obtain a free prospectus containing more complete information, including management fees and other expenses, call toll free 1-888-IPO-FUND (1-888-476-3863). Investors outside of the US can call (414) 221-6992 for information on investing in the fund.
Please read the prospectus carefully before investing. Portfolio holdings are subject to change and should not be considered a recommendation to purchase. Past performance is no guarantee of future results. Returns will vary and shares may be worth more or less than their original cost when sold. Mutual fund shares are not deposits or obligations of, or guaranteed by, any depository institution and are not insured by the FDIC, Federal Reserve Board or any other agency. Nothing on this Web site should be considered a solicitation of an offer to buy or an offer to sell any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.