FDGR seeks capital appreciation by investing in equity securities of US companies possessing growth characteristics. It will obtain this exposure through passively managed and market cap-weighted ETFs that track US growth equity indices. It has a bias towards large-caps but may still hold mid- and small-caps. In managing the fund, the sub-adviser utilizes a third-party proprietary market volatility measurement and forecasting model to assess daily intraday market volatility, called V-Mod. When volatility exceeds the target intraday range, the fund may reduce equity holdings and reallocate up to 100% of assets to cash alternative positions. When it falls below it, equity exposure maybe increased up to 150% through investments in NASDAQ 100 Index futures. Since this is actively managed, trading size and frequency of reallocations are at the discretion of the sub-adviser. The fund will be rebalanced quarterly. FDGR launched alongside its sister fund, FDVL, which instead offers value stocks exposure.
公司网站 :
https://regentsparkfunds.com/our-funds/foundations-dynamic-growth-etf/?cb=2062
总经理:-
建立时间:2023
公司总部:Affinity World Leaders Equity ETF Foundations Dynamic Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds