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Elevation Series Trust TrueShares Active Yield ETF
📎 Investment Objective
The Elevation Series Trust TrueShares Active Yield ETF seeks to provide current income while preserving capital.
Overview
ETF tracking Elevation Series Trust TrueShares Active Yield ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Elevation Series Trust TrueShares Active Yield ETF seeks to provide current income while preserving capital.
🎯 Investment Strategy
The fund employs an active management strategy, investing in a diversified portfolio of income-producing securities, including dividend-paying stocks, bonds, and other fixed income instruments. The portfolio manager uses fundamental analysis to identify undervalued securities with the potential for capital appreciation and sustainable dividend payments.
✨ Key Features
- Actively managed portfolio focused on generating current income
- Diversified across multiple asset classes to manage risk
- Emphasis on value and dividend-paying securities
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Interest rate risk: Bond prices may fall as interest rates rise
- Credit risk: The fund is exposed to the risk of default by the issuers of the debt securities it holds
- Dividend risk: Companies may reduce or eliminate dividend payments, impacting the fund's income generation
👤 Best For
This ETF may be suitable for investors seeking current income and capital preservation, with a medium to long-term investment horizon. It may be appropriate as a core holding or income-generating component of a diversified portfolio.