Westwood Broadmark Tactical Growth Fund — new fund registration

Ultimus Managers Trust registered 5 new fund series on Form 485APOS, filed 2022-06-28. Featured series: Westwood Broadmark Tactical Growth Fund.

Registration

Series & classes (21)

SeriesClassTickerNew
Westwood Broadmark Tactical Growth FundWestwood Broadmark Tactical Growth Fund C Class SharesFTGOXYes
Westwood Broadmark Tactical Growth FundWestwood Broadmark Tactical Growth Fund F Class SharesYes
Westwood Broadmark Tactical Growth FundWestwood Broadmark Tactical Growth Fund Institutional SharesFTGWXYes
Westwood Broadmark Tactical Growth FundWestwood Broadmark Tactical Growth Fund A Class SharesFTAGXYes
Westwood Broadmark Tactical Plus FundWestwood Broadmark Tactical Plus Fund A Class SharesSBTAXYes
Westwood Broadmark Tactical Plus FundWestwood Broadmark Tactical Plus Fund C Class SharesSBTCXYes
Westwood Broadmark Tactical Plus FundWestwood Broadmark Tactical Plus Fund F Class SharesBTPIXYes
Westwood Broadmark Tactical Plus FundWestwood Broadmark Tactical Plus Fund Institutional SharesSBTIXYes
Westwood Salient Global Real Estate FundWestwood Salient Global Real Estate Fund F Class SharesYes
Westwood Salient Global Real Estate FundWestwood Salient Global Real Estate Fund A Class SharesKIRAXYes
Westwood Salient Global Real Estate FundWestwood Salient Global Real Estate Fund C Class SharesKIRCXYes
Westwood Salient Global Real Estate FundWestwood Salient Global Real Estate Fund Institutional SharesKIRYXYes
Westwood Salient MLP & Energy Infrastructure FundWestwood Salient MLP & Energy Infrastructure Fund Institutional SharesSMLPXYes
Westwood Salient MLP & Energy Infrastructure FundWestwood Salient MLP & Energy Infrastructure Fund Ultra FundSMRPXYes
Westwood Salient MLP & Energy Infrastructure FundWestwood Salient MLP & Energy Infrastructure Fund C Class SharesSMFPXYes
Westwood Salient MLP & Energy Infrastructure FundWestwood Salient MLP & Energy Infrastructure Fund A Class SharesSMAPXYes
Westwood Salient MLP & Energy Infrastructure FundWestwood Salient MLP & Energy Infrastructure Fund F Class SharesYes
Westwood Salient Select Income FundWestwood Salient Select Income Fund Institutional SharesKIFYXYes
Westwood Salient Select Income FundWestwood Salient Select Income Fund F Class SharesYes
Westwood Salient Select Income FundWestwood Salient Select Income Fund A Class SharesKIFAXYes
Westwood Salient Select Income FundWestwood Salient Select Income Fund C Class SharesKIFCXYes

Fees (from the effective prospectus)

Investment objective

The Westwood Broadmark Tactical Growth Funds (the Fund) investment objective is to produce above-average, risk adjusted returns, in any market environment, while exhibiting less downside volatility than the S&P 500 Index.

Advisers

Other filings by this registrant (15)

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