MARZ Profile
The TrueShares Structured Outcome (March) ETF is an actively-managed exchange-traded fund that aims to deliver specific investment outcomes by employing a strategy focused on options trading. The fund allocates nearly all of its assets to options contracts linked to the S&P 500 Price Index, which is a leading benchmark for U.S. equities. The primary investment approach involves buying call options and selling put options on the S&P 500 Index or an exchange-traded fund (ETF) that mirrors the S&P 500 Index, with the options contracts expiring on the subsequent Roll Date.
Under normal market conditions, the fund engages in this strategy on each Initial Investment Day, utilizing a structured approach to manage risk and potential returns. By purchasing call options, the fund gains exposure to potential upward movements in the S&P 500 Index, while writing put options generates income from premiums received. This combination of strategies is designed to provide a defined risk and return profile, aligning with the fund's structured outcome objectives.
The ETF is designed to cater to investors seeking specific market exposure with a clear risk-return framework. Its non-diversified nature reflects a concentrated investment strategy focused on options, as opposed to a broader range of securities. This concentrated approach allows the fund to target particular outcomes based on movements in the S&P 500 Index, offering a tailored investment solution for those who prefer structured strategies over traditional equity investments.
Managed by TrueShares, the Structured Outcome (March) ETF aims to achieve its investment goals through a disciplined options-based strategy, providing investors with a structured method to participate in the performance of the S&P 500 Index. The fund's approach emphasizes precision in managing market exposure and risk, catering to investors who are interested in outcomes based on specific market conditions and time frames.
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