KHPIs core strategy involves purchasing other S&P 500 ETFs and implementing a monthly call option strategy for income and a quarterly put option strategy for downside protection. Using ETFs allows for dividends, while the use of index options provides preferred tax treatment. The fund is flexible in choosing S&P 500 ETFs and options, actively managing risk-to-reward ratios. Variations in market conditions, interest rates, and volatility will influence option costs and strategies. KHPI aims to balance premium income, downside protection, and upside potential for current income and capital appreciation. Expected performance includes outperformance when the S&P 500 is flat or declines due to monthly premiums, and underperformance when the S&P 500 rises due to the sacrifice of upside potential for reduced volatility and additional income.
公司网站 :
https://www.kensingtonassetmanagement.com/etfs-khpi
总经理:-
建立时间:2024
公司总部:Managed Portfolio Series Kensington Hedged Premium Income ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds