This actively managed fund aims to deliver both current income and capital growth by combining debt and equity instruments. The vast majority of its assets, specifically 90-95%, are allocated to high-quality corporate bonds. The remaining capital is strategically deployed into long-term, in-the-money call options, targeting specific large-capitalization companies and industry segments for potential gains.

資産クラス

Fixed Income

運用会社

Aptus

設定国

US

設定日

2018年8月6日

保有銘柄数

25

ISIN

US26922A3885