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

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Stewardship & Sustainability

Portfolio Management Team

Fund Literature - 34 documents

Fund Literature Documents Listing and Download
Document NameShare ClassLanguageDateDownload
EnglishJuly 2023
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IEnglishApril 2026
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ASimplified ChineseMarch 2026
ASimplified ChineseMarch 2026
ASpanishApril 2026
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ATraditional ChineseMarch 2026
IEnglishApril 2026
IEnglishMarch 2026
IEnglishApril 2026
ISimplified ChineseMarch 2026
ISpanishMarch 2026
ITraditional ChineseMarch 2026
EnglishApril 2026
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