SHIEX

About SHIEX

Catalyst Buffered Shield Fund Class A is an open-end mutual fund designed to provide equity market participation with a defined downside risk framework. Its primary objective is to limit losses to approximately 12.5% during declines in the S&P 500 Index, achieved through a continuous options overlay that purchases downside puts and dynamically “steps up” the hedge to keep the protection profile current over time. The strategy focuses on defined outcome investing—aiming to remain always hedged, always participating, and always optimizing—by using put and call options on vehicles that track the S&P 500. Managed by Catalyst Capital Advisors with sub-advisor Exceed Advisory, the fund blends an equity-linked options sleeve with a bond allocation, with the 12.5% loss-limit target applying to the equity options portion and not the bond segment. This structure seeks to serve investors looking for equity exposure with a transparent loss-mitigation guardrail, offering a systematic approach to downside management while maintaining ongoing market participation within a rules-based framework.