FFIU
UVA Unconstrained Medium-Term Fixed Income ETF
📎 Investment Objective
The UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) seeks to provide total return through a diversified portfolio of medium-term fixed income securities.
Overview
ETF tracking UVA Unconstrained Medium-Term Fixed Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) seeks to provide total return through a diversified portfolio of medium-term fixed income securities.
🎯 Investment Strategy
The fund invests primarily in a broad range of medium-term investment grade fixed income securities, including government, corporate, and securitized bonds. The portfolio is actively managed with the goal of generating consistent returns while maintaining a moderate level of interest rate risk.
✨ Key Features
- Actively managed portfolio of medium-term investment grade fixed income securities
- Seeks to provide total return through income and capital appreciation
- Aims to maintain a moderate duration profile to manage interest rate risk
- Diversified exposure across government, corporate, and securitized bonds
⚠️ Primary Risks
- Interest rate risk: The fund's value may decline when interest rates rise
- Credit risk: The fund is exposed to the risk of default by the issuers of the fixed income securities
- Liquidity risk: Some fixed income securities may be difficult to sell, especially during times of market stress
- Reinvestment risk: When interest rates fall, the fund may have to reinvest coupon payments or proceeds from sales of securities at lower rates
👤 Best For
This ETF may be suitable for investors seeking a diversified fixed income investment with a moderate risk profile and a focus on total return. It may be appropriate as a core fixed income holding or as a complement to a broader investment portfolio.