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. The 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 may be 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 adviser. The fund will be rebalanced quarterly.
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:Foundations Dynamic Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds