HEGD
Swan Hedged Equity US Large Cap ETF
📎 Investment Objective
The Swan Hedged Equity US Large Cap ETF (HEGD) seeks to provide exposure to the large-cap U.S. equity market while aiming to mitigate downside risk through the use of options-based hedging strategies.
Overview
ETF tracking Swan Hedged Equity US Large Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Swan Hedged Equity US Large Cap ETF (HEGD) seeks to provide exposure to the large-cap U.S. equity market while aiming to mitigate downside risk through the use of options-based hedging strategies.
🎯 Investment Strategy
HEGD invests primarily in a portfolio of large-cap U.S. stocks while also holding a portfolio of options contracts designed to provide downside protection. The fund's options-based hedging strategy aims to limit losses during market declines while still allowing for participation in equity market gains.
✨ Key Features
- Seeks to provide large-cap U.S. equity exposure with downside risk mitigation
- Utilizes options-based hedging strategies to limit losses during market downturns
- Aims to participate in equity market gains while reducing volatility
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The fund's value will fluctuate with changes in the broader equity market
- Hedging risk: The options-based hedging strategy may not be effective in all market environments
- Liquidity risk: The fund may have difficulty trading certain options contracts, especially in volatile markets
- Tracking error risk: The fund's performance may deviate from the underlying large-cap U.S. equity market
👤 Best For
The Swan Hedged Equity US Large Cap ETF may be suitable for investors seeking large-cap U.S. equity exposure with a focus on downside risk management. This fund may be appropriate for investors with a moderate to long-term investment horizon who are willing to accept the risks associated with options-based hedging strategies.