Liberty Funds Group, Inc.

(Wealth Protection Strategy)

Fund Investment Objectives

LIBERTY WEALTH PROTECTION STRATEGY: Approximately (65%) of the strategy's exposure is focused on commodity markets while one third (35%) of the strategy is focused on global interest rates and foreign currency markets. The strategy employs three dynamic investment models to capture returns from these markets. The Trend Following, Short Term, and Option models do not correlate to each other. The Trend Following model has a slight bias toward a higher commodity prices, a weaker dollar, and higher interest rates. The overall strategy has demonstrated the ability to generate moderate returns when markets are relatively quiet and the ability to generate outsized returns during market dislocations and periods of inflationary activity. This will serve to protect the purchasing power of investors' monetary assets.