SHDG Profile
The Soundwatch Hedged Equity ETF is designed to offer investors exposure to a diversified portfolio of equity securities while employing hedging strategies to mitigate potential market risks. The fund allocates at least 80% of its net assets, including any borrowings for investment purposes, to a range of equity investments. These investments encompass U.S.-listed common stocks, equity index futures, and exchange-traded funds (ETFs) that replicate equity market performance.
The primary objective of the Soundwatch Hedged Equity ETF is to combine the growth potential of equity securities with risk management strategies aimed at reducing volatility and potential losses during market downturns. By investing in a broad array of equity securities, the fund captures the performance of a wide spectrum of U.S. stocks, while its hedging component seeks to protect against significant market declines through various derivative instruments and other financial strategies.
In addition to its core investment in equities, the fund utilizes equity index futures to enhance its portfolio's exposure to broader market movements. These futures contracts allow the fund to adjust its exposure to different segments of the equity market dynamically, optimizing its ability to respond to changing market conditions. The use of ETFs further complements the fund’s strategy by providing additional exposure to specific equity indices or sectors, enhancing diversification and potentially improving returns.
The Soundwatch Hedged Equity ETF aims to deliver a balance between growth and risk management, making it suitable for investors seeking equity market exposure with a built-in hedge against market volatility. The fund’s approach allows it to capitalize on market opportunities while employing strategies to cushion against adverse market movements, thereby offering a managed risk profile tailored to investors looking for a combination of growth potential and protection.
|
