SEPM
FT Vest U.S. Equity Max Buffer ETF - September
📎 Investment Objective
The FT Vest U.S. Equity Max Buffer ETF - September seeks to provide investors with exposure to the U.S. equity market while aiming to limit downside risk during market downturns.
Overview
ETF tracking FT Vest U.S. Equity Max Buffer ETF - September
Performance
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Investment Summary
📎 Investment Objective
The FT Vest U.S. Equity Max Buffer ETF - September seeks to provide investors with exposure to the U.S. equity market while aiming to limit downside risk during market downturns.
🎯 Investment Strategy
The ETF uses a buffered outcome strategy, which aims to provide upside participation in the U.S. equity market up to a cap, while limiting downside risk to a predetermined buffer level. The fund resets its parameters annually in September.
✨ Key Features
- Seeks to provide upside exposure to the U.S. equity market up to a cap
- Aims to limit downside risk to a predetermined buffer level
- Resets its parameters annually in September
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The ETF's performance is tied to the U.S. equity market, and it may decline in value during market downturns
- Capped upside potential: The fund's upside participation is limited by the annual cap, which may be lower than the full market return
- Reset risk: The fund's parameters are reset annually, which may result in less favorable terms for investors in subsequent periods
- Liquidity risk: As a new ETF, it may have lower trading volume and liquidity compared to more established funds
👤 Best For
This ETF may be suitable for investors seeking U.S. equity exposure with a degree of downside protection, particularly those with a medium-term investment horizon who are willing to accept the fund's capped upside potential and reset risk.