HCM Hedged Equity ETF - USD

Fund Identification

Main Metrics

Ratings

Official Investment Strategy

Actively managed US large-cap equity ETF that invests at least 80% of net assets in equity securities represented in the S&P 500 Index (by replicating the Solactive US Large Cap Index) and the Nasdaq-100 Index (by replicating the Solactive United States Technology 100 Index), allocated approximately 50/50 between the two. A sub-advised options overlay applies a laddered put/spread collar to approximately 80% of the fund's equity exposure, hedging the first 10% of market declines while writing index call options to offset the cost of the put spread. The remaining 20% of equity exposure is managed using the adviser's proprietary HCM BuyLine trend model, which reduces equity exposure toward cash in sustained downtrends. The fund is non-diversified and seeks long-term capital appreciation.