KHPI
Kensington Hedged Premium Income ETF
📎 Investment Objective
The Kensington Hedged Premium Income ETF (KHPI) seeks to provide investors with a high level of current income while also aiming to protect against downside risk through the use of hedging strategies.
Overview
ETF tracking Kensington Hedged Premium Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Kensington Hedged Premium Income ETF (KHPI) seeks to provide investors with a high level of current income while also aiming to protect against downside risk through the use of hedging strategies.
🎯 Investment Strategy
KHPI invests in a diversified portfolio of income-generating securities, such as dividend-paying stocks, REITs, and bonds. The fund also employs various hedging techniques, including options and other derivatives, to help mitigate market volatility and protect the portfolio from significant downside movements.
✨ Key Features
- Focuses on generating high current income through a diversified portfolio of income-producing assets
- Utilizes hedging strategies to help protect against downside risk and market volatility
- Actively managed approach to security selection and risk management
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Exposure to market risk and potential for capital losses, despite the hedging strategies
- Potential underperformance compared to unhedged income-focused funds during periods of strong market growth
- Reliance on the fund manager's ability to effectively implement the hedging strategies
- Liquidity risk and potential difficulty in trading certain derivative instruments
👤 Best For
KHPI may be suitable for investors seeking a high level of current income and a degree of downside protection, particularly those with a moderate to conservative risk tolerance who are willing to accept the potential trade-offs associated with the fund's hedging strategies.