JULZ

📎 Investment Objective

The TrueShares Structured Outcome (July) ETF (JULZ) seeks to provide investors with a structured outcome strategy that aims to provide upside participation in the S&P 500 Index, subject to a cap, while also providing a buffer against the first 10% of losses in the S&P 500 Index over a one-year period.

✨ Key Features

• Structured outcome strategy that aims to provide upside participation in the S&P 500 Index, subject to a cap
• Buffer against the first 10% of losses in the S&P 500 Index over a one-year period
• Resets parameters annually in July, providing a new one-year outcome period
• Designed to help manage risk and provide a defined outcome for investors

⚠️ Primary Risks

• Market risk: The fund's performance is tied to the performance of the S&P 500 Index, and it is subject to the risks associated with equity markets.
• Capped upside risk: The fund's upside participation in the S&P 500 Index is subject to a cap, which may limit the potential for gains.
• Buffer risk: The fund's buffer against the first 10% of losses in the S&P 500 Index may not be sufficient to protect against larger market declines.
• Liquidity risk: The fund may experience lower trading volumes, which could impact its ability to buy and sell securities at favorable prices.

👤 Best For

The TrueShares Structured Outcome (July) ETF may be suitable for investors seeking a defined-outcome strategy that aims to provide upside participation in the S&P 500 Index, subject to a cap, while also providing a buffer against the first 10% of losses. This fund may be particularly attractive to investors with a moderate risk tolerance who are looking to manage their downside risk in equity markets.