Past Funds Performance
Following the date to which performance of the BTR Global Arbitrage Fund, BTR Global Opportunity Fund, and BTR Global Prospector Fund is shown, the funds were affected by market dislocation as a result of exposure to Lehman Brothers International (Europe) and Lehman Brothers Inc., which acted as the funds' prime broker, and performance declined. The BTR Global Arbitrage Fund, BTR Global Opportunity Fund, and BTR Global Prospector Fund have since ceased trading and their assets are being liquidated.
The sequel to the BTR Global Opportunity Fund is the BTR Strategic Growth Fund.
The following funds are closed for investment.
| BTR Global Arbitrage Fund | |||||||||||||
| Monthly Performance (% change) | |||||||||||||
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | |
| 2008 | -9.54 | 14.62 | -3.26 | -5.10 | 12.64 | 2.80 | -29.20 | -21.96 | |||||
| 2007 | 0.20 | 4.22 | 4.16 | 7.90 | 6.26 | 1.43 | 3.24 | -11.23 | 8.21 | 12.63 | -8.19 | -1.86 | 27.31 |
| 2006 | 10.09 | 1.29 | 10.92 | 4.92 | 1.72 | -2.01 | 1.48 | 2.23 | -4.18 | 1.63 | 2.86 | 1.74 | 36.76 |
| 2005 | 2.73 | 8.76 | -5.89 | -2.26 | -7.35 | -0.70 | 2.75 | 6.62 | 4.13 | -5.66 | 4.03 | 3.23 | 9.28 |
| 2004 | 3.23 | 6.40 | 0.63 | -6.99 | -1.44 | -0.21 | -3.00 | -0.86 | 6.83 | 3.14 | 7.02 | -2.91 | 11.32 |
| 2003 | 11.89 | 3.76 | -2.49 | 2.71 | 0.21 | 3.49 | 5.70 | 6.33 | 2.82 | 9.02 | 4.70 | 5.85 | 68.38 |
| 2002 | 3.05 | 0.41 | 6.01 | -1.66 | 4.32 | 0.71 | -4.23 | 5.39 | 0.44 | 1.09 | 0.27 | 5.64 | 23.02 |
| 2001 | 1.23 | 0.74 | -1.55 | 2.49 | 4.44 | 0.24 | -1.66 | -1.70 | -0.42 | 2.14 | -0.42 | 2.48 | 8.09 |
| 2000 | 10.46 | 0.66 | 2.87 | -0.15 | 5.27 | 1.71 | 0.67 | 0.17 | 1.31 | 24.93 | |||
| BTR Global Opportunity Fund | |||||||||||||
| The sequel to this fund is the BTR Strategic Growth Fund | |||||||||||||
| Monthly Performance (% change) | |||||||||||||
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | |
| 2008 | -8.74 | 16.40 | -5.55 | -7.33 | 13.65 | 10.91 | -32.76 | -21.20 | |||||
| 2007 | 1.23 | 2.54 | 5.91 | 11.57 | 7.37 | -0.24 | 3.96 | -16.26 | 8.48 | 14.36 | -12.85 | -2.40 | 20.69 |
| 2006 | 15.50 | 3.54 | 9.15 | 9.96 | -1.37 | -2.29 | 1.27 | 2.86 | -4.72 | 8.46 | 9.56 | 1.10 | 64.93 |
| 2005 | 3.19 | 8.27 | -5.62 | -2.10 | -3.86 | 1.54 | 3.03 | 5.49 | 3.00 | -7.43 | 5.39 | 6.16 | 16.84 |
| 2004 | 4.70 | 7.98 | 1.47 | -6.22 | -1.67 | -1.41 | -0.74 | -0.97 | 8.34 | 3.59 | 7.88 | -2.11 | 21.50 |
| 2003 | 16.04 | 9.72 | -0.17 | 1.72 | 2.04 | 5.05 | 10.82 | 13.17 | 3.48 | 23.65 | 10.66 | 6.46 | 162.00 |
| 2002 | 5.85 | 8.48 | 2.94 | 10.32 | 30.40 | ||||||||
| BTR Global Prospector Fund | |||||||||||||
| Monthly Performance (% change) | |||||||||||||
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | |
| 2008 | -5.78 | 3.60 | -7.60 | -8.21 | 2.53 | -5.26 | -22.87 | -37.97 | |||||
| 2007 | 2.73 | 1.71 | 3.57 | 6.23 | 2.33 | 0.96 | 3.29 | -11.92 | 9.31 | 5.91 | -4.90 | 2.79 | 22.28 |
| 2006 | 17.56 | 6.08 | 6.93 | 7.75 | -6.04 | -2.59 | 1.89 | 7.85 | -4.32 | 6.64 | 8.15 | 6.55 | 69.91 |
| 2005 | 1.65 | 12.07 | -2.58 | -5.82 | -2.19 | 1.76 | 3.08 | -0.43 | 9.15 | -1.59 | 3.16 | 6.27 | 25.73 |
| 2004 | -0.71 | 2.17 | -0.27 | -13.24 | -0.17 | 0.02 | -4.60 | -2.16 | 7.09 | 1.12 | 11.93 | -3.65 | -4.46 |
| 2003 | -0.43 | 2.08 | 13.18 | 16.38 | 6.66 | 17.84 | 12.43 | -0.51 | 88.22 | ||||