AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL)
About AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL)
Inseeking to achieve its investment objective, the Fund will invest primarily in long positions in low beta U.S. equities and short positionsin high beta U.S. equities on a dollar neutral basis, within sectors. The Fund will construct a dollar neutral portfolio of long and shortpositions of U.S. equities by investing primarily in the constituent securities of the Dow Jones U.S. Thematic Market Neutral Low BetaIndex (the Index) in approximately the same weight as they appear in the Index, subject to certain rules-based adjustmentsdescribed below. The performance of the Fund will depend on the difference in the rates of return between its long positions and shortpositions. For example, if the Funds long positions have increased more than its short positions, the Fund would generate a positivereturn, but if the long positions increased less than the short positions, the Fund would generate a negative return. Conversely, if theFunds short positions have increased more than its long positions, the Fund would generate a negative return; but if the shortpositions increased less than the long positions, the Fund would generate a positive return. The Fund is an actively-managed exchange-tradedfund (ETF).
Details
AGFiQ U.S. Market Neutral Anti-Beta Fund News
Details
Exchange Traded Funds (ETFs): Investors should carefully consider the information contained in the prospectus, which contains the Fund’s investment objectives, risks, charges, expenses, and other relevant information. You may obtain a prospectus from the Fund company’s website. Please read the prospectus carefully prior to investing.
Shares of ETFs must be bought and sold at market price, which can vary significantly from the Fund’s net asset value (NAV). Investment returns are subject to market volatility and shares may be worth more or less their original value when redeemed. The diversification of an ETF will not protect against loss. An ETF may not achieve its stated investment objective. Rebalancing and other activities within the fund may be subject to tax consequences.
Performance data quoted represents past performance. Past performance does not guarantee future results. Investment returns and principal value of an investment will fluctuate and when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the standardized performance data quoted. Select the Standardized Performance link for the latest quarterly performance.