The Simplify Bitcoin Strategy PLUS Income ETF, known as MAXI, targets capital growth through its dynamic management of investments linked to Bitcoin. To generate additional revenue, a carefully crafted, risk-managed options overlay is integrated into the portfolio. The fund's allocation to Bitcoin-related assets is highly flexible, ranging from 50% to an aggressive 200% of its net asset value, guided by an exclusive, in-house technical model. Rather than direct ownership, this exposure is achieved through diverse financial vehicles such as Bitcoin exchange-traded funds (ETFs), futures contracts, options, or swap agreements. The income generation from options primarily involves writing put spreads on a broad spectrum of underlying assets, including major equity indices, as well as exchange-traded funds focused on bonds and commodities. It is important to note that the fund explicitly avoids direct investment in physical Bitcoin.

فئة الأصول

Alternatives

الجهة المصدرة

Simplify

موطن التسجيل

US

تاريخ التأسيس

29 سبتمبر 2022

عدد الحيازات

39

ISIN

US82889N6739