INC is designed to maximize yield per unit of
risk by optimizing exposures to high income producing assets and
actively managing allocations based on market conditions.
VanEck today announced the launch of the VanEck Dynamic High
Income ETF (NYSE: INC), an actively managed multi-asset
income-focused ETF offering diversified exposure across the highest
yielding segments of the equity income and fixed income
markets.
INC seeks to identify compelling sources of high income and
dividends and builds a corresponding portfolio primarily of ETFs.
The Fund’s management team then seeks to maximize yield per unit of
risk by assessing volatility and correlation data to optimize and
refine specific exposures. The Fund is also designed to adapt
quickly to changing market conditions and to be able to take
advantage of pricing anomalies within the market.
The Fund’s equity income sleeve will include exposures to
dividend-paying stocks, business development companies (BDCs),
preferred securities, mortgage REITs and MLPs. The Fund’s fixed
income sleeve will be made up of exposures to “fallen angel” high
yield bonds, international and emerging market high yield bonds,
emerging market local currency bonds and 10-20 year U.S.
Treasuries.
The Fund’s lead portfolio manager is David Schassler, Portfolio
Manager and Head of Quantitative Investment Solutions at VanEck. He
brings nearly 20 years of direct experience to this role, and in
the case of INC, will work alongside the firm’s fixed income and
equity investment teams, as they navigate the current markets and
identify key opportunities for attractive income generation.
“The search for yield can no longer be a static activity,” said
Schassler. “Amidst rising rates, global volatility and increased
economic uncertainty, an active approach that seeks income across a
wide range of fixed income and equity exposures will be a powerful
tool for investors and advisors. We are thrilled to be launching
INC, an ETF that we believe offers a compelling, comprehensive,
dynamic, risk-managed means of accessing and allocating among
income generating assets.”
INC joins an asset allocation-focused VanEck ETF lineup that
also includes the VanEck Inflation Allocation ETF (RAAX), VanEck
Muni Allocation ETF (MAAX) and VanEck Long/Flat Trend ETF
(LFEQ).
The VanEck team provides regular updates and timely insights on
their strategic asset allocation solutions, which can be accessed
here.
About VanEck
VanEck has a history of looking beyond the financial markets to
identify trends that are likely to create impactful investment
opportunities. We were one of the first U.S. asset managers to
offer investors access to international markets. This set the tone
for the firm’s drive to identify asset classes and trends –
including gold investing in 1968, emerging markets in 1993, and
exchange traded funds in 2006 – that subsequently shaped the
investment management industry.
Today, VanEck offers active and passive strategies with
compelling exposures supported by well-designed investment
processes. As of September 30, 2022, VanEck managed approximately
$60.8 billion in assets, including mutual funds, ETFs and
institutional accounts. The firm’s capabilities range from core
investment opportunities to more specialized exposures to enhance
portfolio diversification. Our actively managed strategies are
fueled by in-depth, bottom-up research and security selection from
portfolio managers with direct experience in the sectors and
regions in which they invest. Investability, liquidity, diversity,
and transparency are key to the experienced decision-making around
market and index selection underlying VanEck’s passive
strategies.
Since our founding in 1955, putting our clients’ interests
first, in all market environments, has been at the heart of the
firm’s mission.
Important Disclosures
An investment in the VanEck Dynamic High Income ETF (INC)
may be subject to risks which include, among others, fund of funds,
ETPs, U.S. treasury securities, interest rate, income, high
portfolio turnover, management, operational, authorized participant
concentration, absence of prior active market, trading issues,
market, fund shares trading, premium/discount, liquidity of fund
shares, affiliated fund, new fund, and non-diversified risks. The
Fund may also be subject to dividend paying securities, investing
in foreign securities, investing in emerging market issuers,
foreign currency, investing in mortgage REITs, preferred
securities, CLO, credit, high yield securities, interest rate, call
and concentration risks, all of which may adversely affect the
Fund.
An investment in the VanEck Inflation Allocation ETF
(RAAX) may be subject to risks which include, among others, in
fund of funds risk which may subject the Fund to investing in
commodities, gold, natural resources companies, MLPs, real estate
sector, infrastructure, equities securities, small- and
medium-capitalization companies, foreign securities, emerging
market issuers, foreign currency, credit, interest rate, call and
concentration risks, derivatives, cryptocurrency, cryptocurrency
tax, all of which may adversely affect the Fund. The Fund may also
be subject to affiliated fund, U.S. Treasury Bills, subsidiary
investment, commodity regulatory (with respect to investments in
the Subsidiary), tax (with respect to investments in the
Subsidiary), risks of ETPs, liquidity, gap, cash transactions, high
portfolio turnover, model and data, management, operational,
authorized participant concentration, no guarantee of active
trading market, trading issues, market, fund shares trading,
premium/discount and liquidity of fund shares, and non-diversified
risks. Foreign investments are subject to risks, which include
changes in economic and political conditions, foreign currency
fluctuations, changes in foreign regulations, and changes in
currency exchange rates which may negatively impact the Fund's
returns. Small- and medium-capitalization companies may be subject
to elevated risks.
An investment in the VanEck Muni Allocation ETF (MAAX)
may be subject to risks which include, fund of funds risk, high
portfolio turnover, model and data, active management, operational,
authorized participant concentration, no guarantee of active
trading market, trading issues, market and fund shares trading,
premium/discount and liquidity of fund shares risks. The fund may
also be subject to following risks as a result of investing in
Exchange Traded Products including municipal securities, credit,
high yield securities, tax, interest rate, call, state
concentration and sector concentration risks, all of which may
adversely affect the fund. Municipal bonds may be less liquid than
taxable bonds. There is no guarantee that a Funds’ income will be
exempt from federal, state or local income taxes, and changes in
those tax rates or in alternative minimum tax (AMT) rates or in the
tax treatment of municipal bonds may make them less attractive as
investments and cause them to lose value. Capital gains, if any,
are subject to capital gains tax. A portion of the dividends you
receive may be subject to AMT.
The VanEck Long/Flat Trend ETF (LFEQ) is subject to risks
associated with equity securities, index tracking, investing in
other funds, market, U.S. Treasury bills, operational, high
portfolio turnover, fund shares trading, premium/discount risk and
liquidity of fund shares, passive management, no guarantee of
active trading market, authorized participant concentration,
trading issues, non-diversification and concentration risks. The
Fund is considered non-diversified and may be subject to greater
risks than a diversified fund.
Investing involves substantial risk and high volatility,
including possible loss of principal. An investor should consider
the investment objective, risks, charges and expenses of the Fund
carefully before investing. To obtain a prospectus and summary
prospectus, which contains this and other information, call
800.826.2333 or visit vaneck.com. Please read the prospectus and
summary prospectus carefully before investing.
Van Eck Securities Corporation, Distributor, A wholly owned
subsidiary of Van Eck Associates Corporation 666 Third Avenue New
York, NY 10017
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version on businesswire.com: https://www.businesswire.com/news/home/20221103005574/en/
Media: Chris Sullivan / Julia Stoll MacMillan Communications
212.473.4442 chris@macmillancom.com
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