MARZ
TrueShares Structured Outcome (March) ETF
📎 Investment Objective
The TrueShares Structured Outcome (March) ETF seeks to provide investors with returns that match those of the S&P 500 Index up to a predetermined upside cap, while providing a buffer against the first 10% of losses in the S&P 500 Index over the course of a one-year period.
Overview
ETF tracking TrueShares Structured Outcome (March) ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The TrueShares Structured Outcome (March) ETF seeks to provide investors with returns that match those of the S&P 500 Index up to a predetermined upside cap, while providing a buffer against the first 10% of losses in the S&P 500 Index over the course of a one-year period.
🎯 Investment Strategy
The ETF uses a structured outcome strategy, investing in a portfolio of FLexible EXchange (FLEX) options on the S&P 500 Index. The options are designed to provide the fund's targeted upside participation and downside buffer over the course of a one-year outcome period that begins in March each year.
✨ Key Features
- Seeks to match S&P 500 returns up to a predetermined cap
- Provides a 10% buffer against losses in the S&P 500 Index
- Resets annually in March to provide a new one-year outcome period
- Expense ratio of 0.00%
⚠️ Primary Risks
- Market risk, as the fund's returns are tied to the performance of the S&P 500 Index
- Capped upside potential, as returns are limited by the fund's predetermined cap
- Possibility of losing more than 10% if the S&P 500 Index declines by more than 10% over the outcome period
- Liquidity risk, as the fund's structured outcome strategy may limit its trading flexibility
👤 Best For
The TrueShares Structured Outcome (March) ETF may be suitable for investors seeking equity market exposure with a level of downside protection, and who are comfortable with the fund's capped upside potential. It may be particularly appealing to more conservative investors or those nearing retirement who want to limit their downside risk.