Innovative ETF targets a consistent 7%
distribution yield, making it a compelling tool for income-hungry
investors dealing with a low-rate world
Strategy Shares ETFs crossed the $1 billion
mark across its fund lineup earlier this year, powered by HNDL, its
momentum-focused ETF ROMO, and its latest offering, GLDB, which
combines exposure to investment grade corporate bonds with a gold
hedge
Strategy Shares, an innovative family of exchange traded funds
(ETFs) providing all types of investors with unique and compelling
portfolio solutions, is today announcing that its Strategy Shares Nasdaq 7HANDL™ Index ETF
(HNDL) has surpassed $1 billion in assets under
management.
HNDL is a first-of-its-kind target distribution ETF designed to
seek investment results that correlate generally, before fees and
expenses, to the price and yield performance of the Nasdaq 7HANDL™
Index. The index includes a 50% allocation to fixed income and
equity ETFs (the “Core Portfolio”) and a 50% allocation to a
“Dorsey Wright Explore Portfolio,” a tactical allocation with U.S.
fixed-income, U.S. blend, U.S. equity and U.S. alternative assets,
or categories that have historically provided high levels of
income.
Since its launch in 2018, HNDL has historically met its
objective of generating investment results that track the 7% target
distribution yield of the Nasdaq 7HANDL™ Index.
“Hitting the $1 billion mark is a significant milestone for any
ETF, and we are particularly pleased with just how well HNDL has
been resonating with investors and advisors looking for tangible
solutions to the challenge of identifying and adding yield to a
portfolio,” said David Miller, Portfolio Manager for HNDL. “With
rates likely to stay near zero for the foreseeable future, the
approach underpinning HNDL can solve for a key need for
yield-hungry investors.”
HNDL has grown its assets by more than 400% in 2021 alone, and
is joined in the Strategy Shares ETFs family by two other
funds:
- Strategy Shares Newfound/ReSolve
Robust Momentum ETF (ROMO) seeks to provide
momentum-based exposure to global equity regions while
simultaneously avoiding significant and prolonged drawdowns. Unlike
many tactical strategies, which implement a “light switch”
approach, ROMO implements a distinct “dimmer switch” approach.
- Strategy Shares Gold-Hedged Bond ETF
(GLDB), the firm’s newest fund, combines an
investment grade bond portfolio with a gold hedge overlay in one
strategy based on the proposition that an investment in gold can
potentially provide a hedge against inflation for a bond
investment.
“We’ve been very pleased by how well our entire lineup of
innovative ETFs has been resonating with the marketplace, and we
look forward to continuing to speak with advisors and investors
about the ways in which these strategies can help them solve some
of their most pressing portfolio construction challenges,” added
Miller.
For more information on HNDL, ROMO, GLDB and Strategy Shares
ETFs, please visit: www.StrategySharesETFs.com.
About Strategy Shares
Strategy Shares is a family of exchange traded funds (ETFs)
focused on bringing unique strategies to the ETF marketplace.
Currently, Strategy Shares offers three ETFs: the Strategy Shares
Nasdaq 7HANDL™ Index ETF (HNDL), the Strategy Shares
Newfound/ReSolve Robust Momentum ETF (ROMO) and the Strategy Shares
Gold-Hedged Bond ETF (GLDB). For more information on Strategy
Shares and its fund offerings, please visit:
www.StrategySharesETFs.com.
Investors should carefully consider the investment
objectives, risks, charges and expenses of the Strategy Shares
ETFs. This and other important information about the Funds are
contained in the full or summary prospectus, which can be obtained
by calling (855) HSS-ETFS (855-477-3837) or at
www.StrategySharesETFs.com. The Strategy Shares are distributed
by Foreside Fund Services, LLC, which is not affiliated with
Rational Advisors, Inc., or any of its affiliates.
HNDL Disclosures:
Investment in a fund of funds is subject to the risks and
expenses of the underlying funds. Diversification and asset
allocation may not protect against market risk or loss of
principal. Certain sectors and markets perform exceptionally well
based on current market conditions and the Nasdaq 7HANDL ETF can
benefit from that performance. Achieving such exceptional returns
involves the risk of volatility and investors should not expect
that such results will be repeated. The use of leverage can amplify
the effects of market volatility on the fund’s share price and make
the fund’s returns more volatile. The use of leverage may cause the
fund to liquidate portfolio positions when it would not be
advantageous to do so in order to satisfy its obligations. The use
of leverage may also cause the fund to have higher expenses than
those of funds that do not use such techniques.
HANDLS™ and HANDL™ are trademarks of Bryant Avenue Ventures LLC
and have been licensed for use by Rational Advisors, Inc.
Shareholders should not assume that the source of a distribution
from the Fund is net profit. Shareholders should note that return
of capital will reduce the tax basis of their shares and
potentially increase the taxable gain, if any, upon disposition of
their shares.
ROMO Disclosures:
There are risks involved with investing, including possible loss
of principal. Investment in a fund of funds is subject to the risks
and expenses of the underlying funds. Investments in foreign
securities may involve risks such as social and political
instability, market illiquidity, exchange-rate fluctuations, a high
level of volatility and limited regulation. Investing in emerging
markets involves different and greater risks, as these countries
are substantially smaller, less liquid and more volatile than
securities markets in more developed markets.
The Fund will concentrate its investments in securities of a
particular industry and/or geographic region to the extent the
Index does. This may cause the Fund’s net asset value or market
price to fluctuate more than that of the Fund that does not
concentrate in a particular industry or geographic region.
Securities issued or guaranteed by federal agencies or
authorities and U.S. government-sponsored instrumentalities or
enterprises may not be backed by the full faith and credit of the
U.S. government, which could affect the Fund’s ability to recover
should they default. Shares are bought and sold at market price
(not NAV) and are not individually redeemed from the ETF. Brokerage
commissions will reduce returns.
GLDB Disclosures:
Investments involve risk including possible loss of principal.
The Fund is classified as “non-diversified” to the extent that the
Index concentrates in an industry so that a relative high
percentage of the Fund’s assets may be invested in a limited number
of issuers. The fund invests in the underlying constituents of the
index that consists of a Bond and Gold component. The Fund may also
invest in more aggressive investments such as foreign and emerging
market securities (which may expose the fund to currency and
exchange rate fluctuations), total return swaps and futures (which
may involve leverage that could increase the volatility of the Fund
and reduce its returns) and derivatives which may amplify
volatility. Investing in bonds are subject to credit, prepayment
and interest rate risk. As interest rates rise causes a decline in
the value of fixed income securities owned by the fund.
The price of gold fluctuates over time. There is no guarantee
that an investment in gold will increase or even maintain its
value. Short-term, the price of gold has fluctuated widely. If gold
markets continue to be characterized by wide fluctuations, the
price may change in an unpredictable manner. Long-term, gold
markets have historically experienced extended periods of flat or
declining prices. There is no guarantee that the price of gold will
move as expected relative to the U.S. dollar, nor is there any
guarantee that gold will act as an effective inflation hedge. The
Fund is a new fund with no history of operations as an ETF for
investors to evaluate.
Solactive AG (“Solactive”) is the licensor of Solactive
Gold-Backed Bond Index (the “Index”). The financial instruments
that are based on the Index are not sponsored, endorsed, promoted
or sold by Solactive in any way and Solactive makes no express or
implied representation, guarantee or assurance with regard to: (a)
the advisability in investing in the financial instruments; (b) the
quality, accuracy and/or completeness of the Index; and/or (c) the
results obtained or to be obtained by any person or entity from the
use of the Index. Solactive does not guarantee the accuracy and/or
the completeness of the Index and shall not have any liability for
any errors or omissions with respect thereto. Notwithstanding
Solactive’s obligations to its licensees, Solactive reserves the
right to change the methods of calculation or publication with
respect to the Index and Solactive shall not be liable for any
miscalculation of or any incorrect, delayed or interrupted
publication with respect to the Index. Solactive shall not be
liable for any damages, including, without limitation, any loss of
profits or business, or any special, incidental, punitive, indirect
or consequential damages suffered or incurred as a result of the
use (or inability to use) of the Index.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20210902005627/en/
Chris Sullivan MacMillan Sullivan Communications (212) 473-4442
chris@macmillancom.com
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