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.

資產類別

固定收益

發行機構

Aptus

註冊地

US

成立日期

2022年10月30日

持股數量

9

ISIN

US26922B6424