Managed Futures

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While realizing that diversification from traditional stock and bond investments is critical to individuals and institutions seeking profit opportunities within the futures markets, many find value in having a professional CTA manage day-to-day responsibility and trading of their account. PFG provides an excellent venue for participation in a variety of structured, consistent-return, low-volatility products including futures, options, foreign exchange, and base commodities.

The available CTAs and managed funds offered by PFG competitors require such high minimum investment amounts that they are out of reach for many retail investors. The demand for core investment choices fueled by our clients' interest in accessible and risk-appropriate alternative investments in the $25,000 to $50,000 range was the impetus for creating the CTA CHALLENGE.

Taking a leading role and creating a unique advantage, PFG had the foresight in 2003 to establish a way in which to identify emerging Commodity Trading Advisors and to showcase their talents so that they could gain exposure within the marketplace, and increase their assets under management. PFG created the CTA CHALLENGE. With a field of some 30 entrants at the beginning, the CTA CHALLENGE has grown today to more than 50 competitors in each event. The Challenge permits entrants to trade their own strategies via PFG's online platform BEST Direct™, or through its 24-hour order desk.

During 2003, 2004 and 2005, the grand prize winner of each six-month CTA CHALLENGE received a US $500,000 account allocation to trade (Read the Official Rules). This boosts their assets under management. By being partners to these competitors, PFG is able to select, distribute and market the investment choices and opportunities these new CTAs present for retail investors.

In 2006, the contest was expanded. Today, four quarterly contests are offered beginning in March, June, September and December, each resulting in a trading allocation to the winner of $250,000 in the form of a PFG managed account. Then, on March 1, 2007, the first and second place in each of the contests will participate in a CTA CHAMPIONSHIP SHOWDOWN from March 1 to August 31, and the winner will be given the opportunity to trade a managed account of $1 million for PFG.

PFG is a recognized industry leader in distribution of quality, institutional-type alternative investments to its retail investor base, whose needs are largely unaddressed in the managed funds arena. PFG is committed to identifying and developing quality, alternative managers - emerging CTA talent - as evidenced in the success of and continuation of the annual CTA Challenge.

PFG's Managed Futures Division builds long-term relationships with select CTAs in order to permit clients and investors the opportunity of expanding their portfolio allocations beyond equities and bonds into futures and foreign exchange. PFG continually reviews the qualifications of top trading advisors in order to identify, and to help you select the right match for your particular account size, market focus and trading style.

Contact Jim O'Connell or Herb Kral by e-mail, at, or call 1-800-453-3290. Learn more about the trading results, styles, and strategies of recommended advisors, and request information about PFG's other fund products.

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