RSBT Profile
The Return Stacked Bonds & Managed Futures ETF is an actively managed exchange-traded fund designed to provide investors with exposure to two complementary investment strategies: a bond strategy and a managed futures strategy. The fund aims to enhance returns by leveraging these strategies, combining the total return from its bond holdings with potential gains from its managed futures positions.
Under normal market conditions, the fund allocates at least 80% of its net assets, including any borrowings for investment purposes, to both its bond strategy and managed futures strategy. The bond strategy involves investing in a diverse array of fixed-income securities, such as government and corporate bonds, to generate steady income and mitigate risk. The managed futures strategy involves trading in futures contracts across various asset classes, including commodities, currencies, and financial instruments, to capitalize on market trends and manage volatility.
The fund utilizes leverage to "stack" the returns from both strategies, aiming to amplify overall performance while diversifying sources of return. By combining these two strategies, the fund seeks to provide a balanced approach to capital appreciation and risk management. The bond component aims to offer stability and income, while the managed futures component seeks to enhance returns through tactical positioning in global markets.
As a non-diversified fund, it may have significant exposure to specific sectors or asset classes based on its investment strategies. The fund's leverage and strategy mix are intended to capture returns from both fixed-income securities and futures markets, offering a dynamic investment approach tailored to varying market conditions.
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