The Simplify Interest Rate Hedge ETF (PFIX) is designed to mitigate the impact of ascending long-term interest rates and capitalize on periods of elevated market stress characterized by increased fixed income volatility. The fund achieves this by holding substantial positions in over-the-counter (OTC) interest rate options. These options are specifically chosen to provide a direct, transparent, and convex upside from significant increases in both interest rates and their inherent volatility. PFIX offers retail investors access to sophisticated OTC derivatives, instruments traditionally reserved for institutional players. In essence, it is designed to function similarly to holding long-dated put options on 20-year US Treasury bonds. By maintaining these option exposures for an extended duration, the ETF delivers a clear and uncomplicated solution for interest rate hedging.

فئة الأصول

Fixed Income

الجهة المصدرة

Simplify

موطن التسجيل

US

تاريخ التأسيس

10 مايو 2021

عدد الحيازات

13

ISIN

US82889N8552