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HISTORY OF NEW CENTURY PORTFOLIOS

New Century Portfolios (the "Trust") is a family of funds that invest in other investment companies.  With one purchase, an investor can invest in an actively managed Portfolio of investment companies that are not limited to any one family of funds.  Each Portfolio retains that right, when Weston Financial Group, Inc. (the "Advisor") deems it appropriate, to invest directly in individual securities. The Advisor will not invest directly in individual securities with the prior approval of the Board of Trustees of the Trust.  Each Portfolio's objective, and its policy to concentrate primarily in shares of other registered investment companies, cannot be changed without approval by the shareholders of the Portfolio.  

  • The New Century Capital and New Century Balanced Portfolios were created on 1/30/1989.

  • The New Century Opportunistic and New Century International Portfolios were created on 11/1/2000.  The New Century Opportunistic Portfolio was subsequently merged with the New Century Capital Portfolio effective February 28, 2013. 

  • The New Century Alternative Strategies Portfolio was created on 5/1/2002. 


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