TOPS® Moderate Growth ETF Port (0P000162BJ)

Overview

The described fund is designed to provide diversified investment exposure through a fund-of-funds structure by primarily investing in exchange-traded funds (ETFs). It targets to allocate its investments across several asset classes, including fixed income securities (both government and corporate), equities (both common and preferred), real estate investment trusts (REITS), and natural resource-related securities. This strategic asset allocation aims to cater to investors seeking broad market exposure and diversification within a single investment vehicle.

Products and Services

• Exchange-Traded Funds (ETFs)

  This product is central to the fund's investment strategy, making up at least 80% of the fund's assets under normal market conditions. ETFs provide the fund with exposure to various asset classes through a single transaction, offering efficiency and diversification benefits. The ETFs selected by the fund primarily focus on:

  • Government Fixed Income Securities: These ETFs invest in debt instruments issued by governments, providing stability and lower risk compared to stocks.
  • Corporate Fixed Income Securities: These ETFs invest in corporate bonds, offering potentially higher yields than government securities with moderate risk.
  • Common and Preferred Stocks: These ETFs provide exposure to the equity markets, enabling the fund to participate in the growth potential of various companies.
  • Real Estate-Related Securities (REITS): Investing in real estate investment trusts gives the fund exposure to the real estate market without the need to directly invest in physical properties. This can offer both income through dividends and potential capital appreciation.
  • Natural Resource-Related Securities: These ETFs focus on companies and assets involved in the extraction and production of natural resources, offering a way to invest in the commodities market.