TOPS Growth ETF Portfolio Investor Class (0P000162BF)

Overview

The fund operates using a fund-of-funds structure, primarily investing in exchange-traded funds (ETFs) that cover a broad spectrum of asset classes. This strategic approach ensures that at least 80% of the fund's assets are allocated in ETFs under normal market conditions. The focus lies in diversifying investments across various sectors such as government and corporate fixed income securities, stocks, real estate-related securities (REITs), and natural resource-related securities. This diverse investment scheme aims to cater to investors seeking exposure to a wide range of financial instruments through a single investment vehicle.

Products and Services

• Government fixed income securities ETFs:

  These ETFs invest in debt securities issued by government entities. The investment aim is to provide investors with stable returns and lower risk compared to equity investments, making them an appealing option for risk-averse investors.

• Corporate fixed income securities ETFs:

  Focusing on debt securities issued by corporations, these ETFs offer potentially higher yields than government securities, albeit with an increased risk level. They cater to investors looking for a balance between risk and return in the fixed income space.

• Common and preferred stocks ETFs:

  These ETFs invest in a diverse mix of common and preferred stocks, offering investors exposure to equity markets. Preferred stocks combine features of both equity and debt, providing fixed dividends, which could be attractive for investors seeking regular income along with the growth potential of equity investments.

• Real Estate-Related Securities (REITs) ETFs:

  Investing in REITs and other real estate-related securities, these ETFs aim to offer investors the opportunity to gain exposure to the real estate market without the need to directly invest in physical properties. REITs are known for providing high dividend yields, making them an attractive option for income-focused investors.

• Natural Resource-Related Securities ETFs:

  These ETFs focus on investments in the natural resources sector, including energy, minerals, and other commodities. They offer investors a way to gain exposure to the commodities market, which can serve as a hedge against inflation and a diversification tool away from traditional stocks and bonds.