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Public Funds
Public funds are appropriate for qualified retail investors. Minimum investment requirements typically begin at $5,000 ($2,000 for IRAs).
Private Funds
Private funds (or private placements) are open to investment by high net worth and accredited investors. The minimum investments typically range from $100,000 to $500,000.
Qualified Investors
Only investors who are financially eligible and willing to accept managed futures' inherent fluctuations should consider managed futures investments. Because these investments can be volatile, they are appropriate only for the risk capital portion of an investment portfolio, and they should be positioned for the long-term. Investors are cautioned that they could lose all or substantially all of their managed futures investments.
Investor suitability:
The financial requirements for public futures funds vary from state to state and with each offering. Generally, in most states, a minimum net worth of $75,000 (excluding homes, furnishings and automobiles) or a minimum annual income of $30,000 and a net worth of $30,000 (with the same exclusions) may be considered sufficient to allow investors to take advantage certain managed futures investments. Suitability standards for certain public futures funds and private placement funds are higher and vary by offering. Ask a Morgan Stanley Financial Advisor about suitability requirements in your state.
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