AUGZ Profile
The TrueShares Structured Outcome (August) ETF is an actively-managed exchange-traded fund that aims to achieve its investment objective by strategically investing in options tied to the S&P 500 Price Index. The fund's approach involves purchasing call options and selling put options on the index or an ETF tracking the index, ensuring that these transactions are executed on each Initial Investment Day and have expirations set for the next Roll Date. This method seeks to provide a defined outcome based on the performance of the S&P 500, offering investors a structured exposure to one of the most prominent equity benchmarks in the world.
The fund's strategy is designed to offer a level of predictability and risk management, making it appealing to investors who seek exposure to the equity markets while also aiming for specific investment outcomes. By using options, the TrueShares Structured Outcome (August) ETF provides a way to participate in market gains up to a predetermined cap while limiting potential losses. This structure can be particularly beneficial in volatile markets, where investors might prefer a more controlled risk profile.
Managed by TrueShares, the ETF utilizes a disciplined investment process to align with its structured outcome strategy. The fund's managers employ a systematic approach to selecting and managing options, ensuring that the portfolio consistently adheres to the desired investment parameters. This includes regular monitoring and adjustments to maintain the intended exposure and risk characteristics. The active management aspect allows for flexibility in response to market conditions, aiming to optimize the fund's performance within its structured outcome framework.
As a non-diversified fund, the TrueShares Structured Outcome (August) ETF focuses primarily on options related to the S&P 500 Price Index, which may result in higher volatility compared to more diversified funds. However, this concentrated exposure allows investors to specifically target outcomes based on the performance of a major market index. The fund is well-suited for those seeking a defined risk-reward profile and a strategic approach to investing in the U.S. equity market, benefiting from the expertise and active management provided by TrueShares.
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