AIPI targets companies on an index that are at the forefront of Artificial Intelligence (AI) technologies in sectors such as AI hardware, software, enabling infrastructure, and services. These companies are further classified into Purity Leaders and Key Enablers in the AI space, with a 40% and 60% allocation respectively. The fund primarily invests in US-based AI technology companies, holding 25 stock positions for potential NAV growth while capping gains. It employs a covered call strategy, writing slightly out-of-the-money options on individual securities to boost income from higher premiums, partially offsetting price declines and limiting upside potential. Specifically, it sells standardized exchange-traded and FLEX call option contracts linked to underlying security returns. Managed actively, AIPI focuses on stock selection and option writing tailored to prevailing market conditions. The strategy aims to cushion against market declines and manage price volatility, blending capital appreciation and current income.
公司网站 :
https://www.rexshares.com/aipi/
总经理:-
建立时间:2024
公司总部:REX AI Equity Premium Income ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds