Efficient Enhanced Multi-Asset Fund — new fund registration

UNIFIED SERIES TRUST registered 1 new fund series on Form 485APOS, filed 2024-03-22. Featured series: Efficient Enhanced Multi-Asset Fund.

Registration

• Registrant / trust: UNIFIED SERIES TRUST
• CIK: 0001199046
• Form: 485APOS
• Filed: 2024-03-22
• Accession: 0001580642-24-001790
• Reported net assets: $89.3M

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 3.30%
• Management fee: 1.75%
• Net expense ratio: 2.25%

Investment objective

The investment objective of the Efficient Enhanced Multi-Asset Fund (the Fund) is capital appreciation in both rising and falling equity markets. No assurance is made that the Fund will achieve its investment objective.

Advisers

• Efficient Capital Management, LLC (Advisor)
• AlphaSimplex Group LLC (Subadvisor)
• AQR Capital Management LLC (Subadvisor)
• Aspect Capital Limited (Subadvisor)
• Columbia Management Investment Advisers, LLC (Subadvisor)
• Crabel Capital Management, LLC (Subadvisor)
• Welton Investment Partners LLC (Subadvisor)
• Winton Capital Management Limited (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2025-08-27 (2 new series)
• 485APOS — 2025-08-22
• NT NPORT-P — 2025-08-01
• NT NPORT-P — 2025-08-01
• NT NPORT-P — 2025-08-01
• NT NPORT-P — 2025-08-01
• NT NPORT-P — 2025-08-01
• 485APOS — 2024-08-23
• NT NPORT-P — 2024-07-31
• NT NPORT-P — 2024-07-31
• NT NPORT-P — 2024-07-31
• NT NPORT-P — 2024-07-31

More

• Registrant profile: UNIFIED SERIES TRUST
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