JULZ Profile
The TrueShares Structured Outcome (July) ETF is an actively managed exchange-traded fund designed to offer investors a structured approach to capital appreciation and risk management. The fund aims to achieve its investment objectives by primarily investing in options linked to the S&P 500 Price Index. These options include call options, which give the fund the right to purchase the index at a specified price, and put options, which involve the fund selling the right to sell the index at a predetermined price.
The ETF's investment strategy focuses on purchasing call options and selling put options on the S&P 500 Price Index or an ETF that tracks this index. These transactions are conducted on the Initial Investment Day and are structured to expire on the subsequent Roll Date. This approach allows the fund to potentially capture upside gains from the S&P 500 while managing downside risk through strategic option positioning. The fund’s options are selected to align with its objective of generating returns while controlling exposure to market fluctuations.
As a non-diversified fund, the TrueShares Structured Outcome (July) ETF concentrates its investments in a specific set of options linked to the S&P 500, rather than spreading investments across a broad range of securities. This concentrated approach is intended to provide focused exposure to the index, enhancing the fund's ability to achieve targeted performance outcomes based on the dynamics of the S&P 500 Index. The fund’s strategy is designed for investors seeking a structured investment vehicle that balances potential returns with defined risk parameters.
Managed with a strategic focus on maximizing outcomes within a defined framework, the ETF leverages advanced option strategies to navigate market conditions. By aligning its holdings with the S&P 500 Price Index, the fund aims to offer investors a tailored investment experience that responds to market movements while adhering to its specific investment goals. The active management of the fund ensures that the option strategies are regularly adjusted to reflect changing market conditions and to optimize performance within the desired outcome range.
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