PVEX
TrueShares ConVex Protect ETF
📎 Investment Objective
The TrueShares ConVex Protect ETF (PVEX) seeks to provide exposure to a portfolio of convertible securities with the goal of generating income and capital appreciation while also providing downside protection.
Overview
ETF tracking TrueShares ConVex Protect ETF
Performance
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Investment Summary
📎 Investment Objective
The TrueShares ConVex Protect ETF (PVEX) seeks to provide exposure to a portfolio of convertible securities with the goal of generating income and capital appreciation while also providing downside protection.
🎯 Investment Strategy
PVEX invests primarily in a diversified portfolio of convertible securities, which are hybrid debt-equity instruments that can provide participation in the upside of the underlying stock while also offering some downside protection. The fund's managers aim to construct a portfolio that balances income generation, growth potential, and risk management.
✨ Key Features
- Exposure to a diversified portfolio of convertible securities
- Potential for income generation and capital appreciation
- Aims to provide downside protection compared to direct equity investments
- Actively managed strategy to optimize the risk-return profile
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may fluctuate due to general market conditions
- Credit risk: The underlying convertible securities are subject to the creditworthiness of the issuer
- Interest rate risk: Changes in interest rates may affect the value of the fund's convertible securities
- Liquidity risk: Convertible securities may have lower liquidity compared to common stocks
👤 Best For
PVEX may be suitable for investors seeking a balanced approach to equity exposure, with the potential for income and downside protection. It may be particularly appealing to those with a moderate risk tolerance who are looking to diversify their portfolio beyond traditional stock and bond investments.