SPQ Profile
The Simplify US Equity PLUS QIS ETF is a dynamic investment vehicle designed to provide robust exposure to U.S. equity markets. The fund strategically invests at least 80% of its net assets in a diverse range of equity securities from U.S. entities. These securities include common stock, preferred stock, and futures on common stock, allowing for a broad and flexible investment approach. The focus on U.S. entities is defined by several criteria: entities must be organized in the U.S., have a primary securities market in the U.S., or derive over 50% of their total revenues or earnings from U.S.-based activities or have significant operational presence in the U.S.
This ETF leverages a quantitative investment strategy to capture the performance of U.S. equity markets while managing risk and seeking to enhance returns. By investing in equity securities across various sectors and industries, the fund aims to provide comprehensive exposure to the U.S. economy. The use of futures on common stock further diversifies the portfolio, allowing the fund to access additional investment opportunities and manage market exposure more effectively.
The advisor's approach to defining U.S. entities ensures that the fund includes a broad spectrum of companies that are integral to the U.S. economic landscape. This includes firms with significant revenue, operations, or employment in the U.S., thereby reflecting a substantial portion of the U.S. economic activity. This inclusive definition supports the fund's goal of providing a representative and diversified exposure to U.S. equities.
In summary, the Simplify US Equity PLUS QIS ETF is designed for investors seeking broad and strategic exposure to U.S. equities through a blend of common and preferred stocks, along with futures contracts. Its focus on U.S. entities and its quantitative investment approach make it a versatile tool for capturing the growth potential of the U.S. market while adhering to a clear and disciplined investment strategy.
|
