SFTY
Horizon Managed Risk ETF
📎 Investment Objective
The Horizon Managed Risk ETF (SFTY) seeks to provide exposure to a diversified portfolio of assets while aiming to manage overall portfolio risk.
Overview
ETF tracking Horizon Managed Risk ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Horizon Managed Risk ETF (SFTY) seeks to provide exposure to a diversified portfolio of assets while aiming to manage overall portfolio risk.
🎯 Investment Strategy
The ETF invests in a mix of equity, fixed income, and alternative asset classes. It utilizes a risk management approach to adjust the portfolio's exposure based on market conditions, with the goal of reducing downside risk during periods of market volatility.
✨ Key Features
- Diversified multi-asset portfolio with active risk management
- Aims to provide participation in market upside while limiting downside exposure
- Utilizes a rules-based approach to dynamically adjust portfolio allocations
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Allocation risk: The ETF's performance depends on the success of its asset allocation strategy
- Liquidity risk: Some of the ETF's holdings may have limited liquidity, which could impact the fund's ability to sell positions
- Regulatory risk: Changes in government regulations may adversely affect the ETF's operations
👤 Best For
The Horizon Managed Risk ETF may be suitable for investors seeking a diversified multi-asset portfolio with a focus on risk management. It may be particularly appealing to those who want to participate in market upside while aiming to limit downside exposure, especially during periods of increased volatility.