TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 (0P0000RYU9)

Overview

The fund described is an investment vehicle that adopts a fund-of-funds strategy, primarily focusing on allocating its assets into a diverse range of exchange-traded funds (ETFs). The core objective of the fund is to maintain a high level of investment in ETFs that span across various asset classes including, but not limited to, government fixed income securities, corporate fixed income securities, common and preferred stocks, Real Estate Investment Trusts (REITs), and natural resource-related securities. An integral part of its strategy also involves the use of exchange-traded futures contracts as a hedging mechanism to mitigate market risk and minimize potential return volatility, aiming to offer investors a balanced and risk-averse investment option.

Products and Services

The fund offers a comprehensive portfolio of investment products and services, tailored to meet the diverse needs of its investors. These include:

• Exchange-Traded Funds (ETFs): The backbone of the portfolio, these ETFs span various asset classes, providing investors with a diversified investment option. The ETFs aim to cover sectors such as government and corporate fixed income, stocks, REITs, and natural resources, enabling a wide array of investment opportunities.
• Exchange-Traded Futures Contracts: As a strategic tool for risk management, these derivatives are used to hedge against market volatility and are intended to protect the portfolio from significant downturns, thereby stabilizing returns for the investors.