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The Heritage Capital Gold Strategy (“Heritage”) is a long-only investment strategy that takes a short- to intermediate-term outlook on the gold market. Based on a qualitative assessment of technical indicators, the strategy will invest long in the Rydex Precious Metals Fund or move to money market.
- Heritage is a qualitative investment strategy that utilizes price data and other technical indicators to identify strength or weakness in the gold market. The strategy will typically invest long on market weakness and will exit trades when gold market strength and momentum deteriorates.
- The strategy trades the Rydex Precious Metals mutual fund (RYPMX). The funds’ performance corresponds to the daily performance of the Philadelphia Gold and Silver Sector Index (XAU).
- The strategy will take long positions up to 100%, but will typically “leg-in” in increments of 25%.
- The strategy can be 100% in cash.
Past performance is no guarantee of future returns.
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