The fund seeks to manage stock market volatility by adjusting exposure to stocks and hedging instruments including options and cash position.
Through exchange trade funds, the fund invests in stocks and the investment team increases or decreases exposure to stocks depending on the market conditions. The equity exposure can range as low as 10% to as high as 100% depending on market volatility.
The fund targets to achieve an average annualized volatility of 10% or less over a longer period of time.
The fund seeks to generate income through a diversified portfolio of companies paying dividend and active in real assets including REITs.
The real assets definition of the fund includes companies that have physical properties like infrastructure, energy, basic materials, utilities and commodities.
The fund also manages market volatility and inflation through the use of covered calls, Treasury inflation-protected securities, exchange trade funds and notes.
