This actively managed fund aims to deliver compelling income while safeguarding principal. Its foundation consists primarily of short-term U.S. government debt, specifically lower-duration Treasuries and Agency securities, chosen for their inherent stability and income-generating potential. An additional layer, an options overlay, is then applied to enhance overall returns and enable more generous payouts, which stem from both earned interest and a return of capital.

資産クラス

債券

運用会社

Aptus

設定国

US

設定日

2022年10月30日

保有銘柄数

9

ISIN

US26922B6424