XXXXX | US Equity Premium Fund
Why Invest
An options-based put-writing strategy on U.S. equity markets that seeks to increase the value of your shares through a combination of growth and income
Aims to Mitigate the Downside and Participate on the Upside
The strategy has historically outperformed broad-based equity markets when those markets are down and flat, whilst still participating in, but lagging equities, in strong equity up markets
Seeks to Monetise Volatility and Capitalise on Rising Rates
Higher volatility and higher interest rates working together can both increase the overall return potential of the fund and may help reduce the overall volatility
May be Utilised as a Diversifying Liquid Alternative Strategy
The strategy can offer a daily-liquid complement to traditional equity hedge fund exposures
Fund Facts
Performance & Exposures
Returns & Distributions
Stewardship & Sustainability
Portfolio Management Team
Documents
Fund Literature - 34 documents
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