GJAN
FT Vest U.S. Equity Moderate Buffer ETF - January
📎 Investment Objective
The FT Vest U.S. Equity Moderate Buffer ETF - January (GJAN) seeks to provide investors with moderate upside exposure to the U.S. equity market while also aiming to limit downside risk during market declines.
Overview
ETF tracking FT Vest U.S. Equity Moderate Buffer ETF - January
Performance
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Investment Summary
📎 Investment Objective
The FT Vest U.S. Equity Moderate Buffer ETF - January (GJAN) seeks to provide investors with moderate upside exposure to the U.S. equity market while also aiming to limit downside risk during market declines.
🎯 Investment Strategy
GJAN is a buffer ETF that uses options strategies to provide a buffer against the first 10-15% of losses in the U.S. equity market, as represented by the S&P 500 Index. The fund aims to capture a portion of the upside in the equity market while limiting downside risk for investors.
✨ Key Features
- Moderate buffer against the first 10-15% of losses in the U.S. equity market
- Seeks to capture a portion of the upside in the equity market
- Resets buffer and exposure levels annually in January
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The fund's performance is tied to the performance of the U.S. equity market, and it may decline in value during market downturns
- Option strategy risk: The fund's use of options strategies may not be successful in limiting downside risk or capturing upside potential
- Liquidity risk: The fund may have difficulty trading certain securities or options, which could adversely affect its performance
- Concentration risk: The fund's focus on the U.S. equity market means it may be more vulnerable to factors affecting that market
👤 Best For
GJAN may be suitable for investors seeking moderate exposure to the U.S. equity market with some downside protection, particularly those with a medium-term investment horizon and a moderate risk tolerance. However, the fund's performance and effectiveness in limiting downside risk are not guaranteed, and investors should carefully consider their own investment objectives and risk tolerance before investing.