WLDR Profile
The Affinity World Leaders Equity ETF is designed to offer investors broad exposure to a diversified portfolio of global equities. Under normal market conditions, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in equity securities that are part of its underlying index. This approach aims to capture the performance of a range of companies from both the U.S. and international markets.
The underlying index of the ETF typically includes between 150 and 250 stocks, representing large and mid-cap companies from various countries. The index is structured to include companies located in the U.S. and at least three other countries, potentially spanning up to 20 countries in total. This diversification is intended to provide investors with a balanced exposure to leading companies across different global markets.
The fund’s investment strategy emphasizes a significant allocation to international equities, alongside a considerable portion dedicated to U.S. companies. By focusing on global leaders, the ETF aims to capture growth opportunities from established firms worldwide while mitigating the risks associated with investing solely in domestic markets. The diversified approach helps to balance the fund’s exposure across various economies and sectors.
As a result of its broad geographic and sectoral diversification, the Affinity World Leaders Equity ETF is positioned to appeal to investors seeking global equity exposure with a focus on established market leaders. The fund's strategy is designed to enhance growth potential while managing risk through diversification, making it suitable for those looking to invest in high-quality global companies.
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