Tuttle Tactical Management to Launch Tactical Income ETF
2015年6月11日 - 12:39AM
ビジネスワイヤ(英語)
Bond alternative designed to be less subject
to interest rate risk
Today, Tuttle Tactical Management, in conjunction with ETF
Issuer Solutions, launches the Tuttle
Tactical Management Multi-Strategy Income ETF (NASDAQ: TUTI). This
is the second ETF from Tuttle Tactical Management, following the
launch of the Tuttle Tactical Management US Core ETF (NASDAQ: TUTT)
in February.
The new ETF is designed to deliver portfolio income, while
providing the investor tactically managed exposure to the markets.
Etfis Capital, a sister company to ETF Issuer Solutions, is the
advisor to the fund and Tuttle Tactical Management is the fund
sub-advisor. The rules-based ETF will leverage Tuttle Tactical
Management’s four uncorrelated tactical models:
- Income Relative Momentum Model
consists of one or more Income Exchange Traded Products (ETPs)
based on relative strength determined on a monthly basis.
- Dividend Counter-Trend Model
invests primarily in dividend-paying equity securities when
short-term (daily) market models trending downwards, and cash or
cash equivalents when short-term (daily) models show markets
trending upwards.
- Dividend Tactical Fundamental
Earnings Model invests in a portfolio of Dividend ETPs when
intermediate (weekly) models show stock markets are generally
trending upwards and earnings are generally trending downwards, and
cash and cash-equivalents during periods when the Sub-Adviser’s
intermediate (weekly) models show stock markets are generally
trending downwards and earnings are generally trending
upwards.
- Dividend Absolute Momentum Model
invests in Dividend ETPs when the intermediate (weekly) models show
stock markets are trending upwards, and the invests in cash, cash
equivalents or ETPs holding fixed-income securities during periods
when intermediate (weekly) models show markets are trending
downwards, in accordance with the their relative strength.
Matthew Tuttle, CEO and portfolio manager of Tuttle Tactical
Management, LLC offers, “Income investors need a combination of
yield and capital gains, and most cannot afford living off of only
yield while seeing their principal erode. The bond market remains
challenging for investors, and we know that interest rates will
rise. The need for income investing strategies that can allocate
tactically in the face of increasingly complex market conditions is
clear. We believe that this ETF is debuting at a critical time for
income-minded investors.”
Tuttle, a regular speaker at industry conferences, will be
speaking broadly about tactical investing at the Expert Series ETF
Managed Portfolio Summit in Chicago on June 10.
“There is no doubt that the industry appetite for tactical
solutions has picked up, and we have seen a strong initial interest
in our first ETF product as well as interest in hearing our views
on the subject of tactical investing at these industry events,”
explains Tuttle.
William J. Smalley, President of ETF Issuer Solutions, said,
“Following the success of Matthew’s first ETF, the Tuttle Tactical
U.S. Core ETF (TUTT), we’re very happy to have added TUTI to our
listing of featured managers.”
About Tuttle Tactical
Tuttle Tactical Management (TTM) is an industry leader in Trend
Aggregation providing Investment Advisers, Financial Planners,
Insurance Agents and their clients with proven and customized
tactical ETF-based investment strategies and exclusive asset
management. The firm’s uncertain global economy presents a new
paradigm for investing. While growth is important, knowing how to
protect the wealth you have accumulated is equally important.
About ETF Issuer Solutions
ETF Issuer Solutions Inc. ("ETFis") is a comprehensive platform
for listing, operating, and distributing exchange traded funds. We
work with investment managers to bring their strategies to market
efficiently and position their ETFs for rapid growth. ETF
Distributors LLC (Member: FINRA) is a special purpose broker-dealer
designed specifically to operationally administer and actively
distribute exchange traded funds.
DISCLOSURE
Please carefully consider a fund’s investment objectives,
risks, charges, and expenses before investing. For this and other
information about the Tuttle Tactical, call (212) 593-4383 or
visit www.tuttlefunds.com for a prospectus. Read it
carefully before you invest or send money.
An investment in the Fund is subject to investment risks;
therefore you may lose money by investing in the Fund. There can be
no assurance that the Fund will be successful in meeting their
investment objectives. Shares of any ETF are bought and sold at
market price (not NAV) and are not individually redeemed from the
Fund. Brokerage commissions will reduce returns. Narrowly focused
investments typically exhibit higher volatility.
The Fund is subject to management risk because it is an actively
managed portfolio. There are additional risks associated with
portfolio turnover. As a result of its trading strategy, the Fund
may sell portfolio securities without regard to the length of time
they have been held and will likely have a higher portfolio
turnover rate than other registered investment companies.
Fixed Income Risks: Risks of investments in fixed income
securities include, without limitation, credit risk, interest rate
risk, maturity risk, yield curve risk, prepayment risk and
liquidity risk. These risks could affect the value of investments
of the Fund, possibly causing the Fund’s share price and total
return to be reduced and fluctuate more than other types of
investments.
Junk Bonds or High Yield Securities Risk: High yield securities
and unrated securities of similar credit quality are considered to
be speculative with respect to the issuer’s continuing ability to
make principal and interest payments and are generally subject to
greater levels of credit quality risk, liquidity risk, and price
volatility risk than investment grade securities.
Allocation Risk: The Fund’s particular allocations may have a
significant effect on the Fund’s performance. Allocation risk is
the risk that the Fund’s allocation among the ETFs and other
securities in which it invests will cause the Fund to underperform
other funds with a similar investment objective that do not
allocate their investments in the same manner.
The Fund may invest in ETFs or other investment companies.
Through its positions in ETFs and other investment companies, the
Fund will be subject to the risks associated with such vehicles’
investments, including the possibility that the value of the
securities or instruments held by an ETF or other investment
company could decrease (or increase).
The Fund's investment adviser is Etfis Capital LLC, and its
investment sub-adviser is Tuttle Tactical Management, LLC
Distributed by ETF Distributors LLC (Member: FINRA), and
an affiliate of Etfis Capital LLC.
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version on businesswire.com: http://www.businesswire.com/news/home/20150610006003/en/
Gregory FCA for Tuttle Tactical ManagementIlan Friedman,
610-228-2287ilan@gregoryfca.com
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