Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver attractive risk-adjusted returns by investing in US equities with systematic options-based downside protection. It allocates the portfolio across US equities while employing systematic options overlay strategies to hedge against significant market drawdowns, balancing equity participation with downside protection. The strategy employs J.P. Morgan Asset Management's quantitative options-based hedging combined with active US equity exposure, focused on delivering smoother risk-adjusted returns. Through US hedged equity investment, the fund provides US equity exposure with embedded downside protection, appropriate for diversified investors seeking US equity participation with reduced drawdown risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +4.15% | +4.15% |
| 3-Year Return | +25.41% | +7.85% |
| 5-Year Return | +33.35% | +5.92% |
| All Time Return | +87.05% | +7.30% |
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