MVFG

📎 Investment Objective

The Monarch Volume Factor Global Unconstrained Index ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Monarch Volume Factor Global Unconstrained Index.

✨ Key Features

• Broad global equity exposure across developed and emerging markets
• Utilizes a volume factor strategy to select securities
• Passively managed to track the underlying index performance
• Low expense ratio of 0.00%

⚠️ Primary Risks

• Equity market risk: The value of the ETF's holdings may decline due to general market and economic conditions.
• International investing risk: Investments in foreign markets may be subject to additional risks such as currency fluctuations, political instability, and economic conditions.
• Factor investing risk: The volume factor strategy may not be effective in identifying outperforming securities, which could lead to underperformance.
• Tracking error risk: The ETF may not perfectly track the underlying index due to various factors.

👤 Best For

This ETF may be suitable for investors seeking broad global equity exposure with a focus on a volume factor strategy. It may be appropriate as a core or satellite holding in a diversified portfolio. Investors should have a long-term investment horizon and be willing to accept the risks associated with equity market investments.