PRMN aims to provide total return through high dividend-paying stocks, while managing volatility through a market-neutral strategy. To obtain high dividend exposure, the fund invests in US and foreign high dividend-paying ETFs or stocks of any market capitalization. The fund offsets equity market risks through short positions using equity index futures. The fund also utilizes other hedging strategies. It allocates to long/short equity index futures, volatility futures, and options strategies to neutralize equity risk exposure and mitigate volatility, similar to the global bond market, while attempting to enhance returns. The funds strategy is designed to have low to negative correlation to bond markets with similar volatility.
公司网站 :
https://planrockfunds.com/
总经理:-
建立时间:2023
公司总部:Northern Lights Fund Trust III PlanRock Market Neutral Income ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds