CTIF
Castellan Targeted Income ETF
📎 Investment Objective
The Castellan Targeted Income ETF (CTIF) seeks to provide current income and capital appreciation by investing in a diversified portfolio of income-generating securities.
Overview
ETF tracking Castellan Targeted Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Castellan Targeted Income ETF (CTIF) seeks to provide current income and capital appreciation by investing in a diversified portfolio of income-generating securities.
🎯 Investment Strategy
The fund invests primarily in a mix of fixed income securities, including government bonds, corporate bonds, and other debt instruments. The portfolio is actively managed to target a specific level of income while also aiming to preserve capital over the long term.
✨ Key Features
- Actively managed portfolio focused on generating current income
- Diversified across various fixed income asset classes
- Aims to provide a balance of income and capital appreciation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: The value of the fund's holdings may decline when interest rates rise
- Credit risk: The fund is exposed to the risk of default by the issuers of the debt securities it holds
- Liquidity risk: Some of the fund's investments may be difficult to sell at an advantageous time or price
- Market risk: The value of the fund's holdings may fluctuate due to changes in the overall market
👤 Best For
The Castellan Targeted Income ETF may be suitable for investors seeking a source of current income and moderate capital appreciation, with a medium-term investment horizon and a moderate risk tolerance. It may be particularly appealing to retirees or those in the distribution phase of their investment lifecycle.