NZAM ETF NASDAQ100 (Unhedged) (534A)

Overview

NZAM ETF S&P500 Unhedged is an innovative exchange-traded fund designed to offer investors direct exposure to the S&P 500 Index, which consists of 500 leading U.S. corporations from various sectors including technology, healthcare, financial services, and consumer goods. This fund is unique in that it operates without hedging against fluctuations in currency exchange rates between the Japanese yen and the U.S. dollar. This presents investors with the opportunity to experience both the potential profitability and risks associated with these currency movements. The NZAM ETF S&P500 Unhedged is tailored for investors who seek a straightforward means to participate in the performance of the U.S. equity market without the additional safeguard mechanisms that hedged products provide. By trading on the Tokyo Stock Exchange, this fund attracts Japanese investors who are looking for diversified exposure to major American corporations and are willing to accept the inherent volatility of currency exchange rates as a core component of their investment strategies.

Products and Services

• S&P 500 Index Exposure

  This product allows investors to gain direct exposure to the performance of the S&P 500 Index, which includes a diverse range of heavyweight players across several key sectors, delivering investors a balanced approach to U.S. equities.

• Unhedged Currency Risk

  Investors in this fund will experience the effects of currency fluctuations between the U.S. dollar and Japanese yen directly on their investments, which provides an opportunity for substantial gains, but also exposes them to the associated risks of exchange rate variability.

• Accessibility on Tokyo Stock Exchange

  The fund is traded on the Tokyo Stock Exchange, making it easier for Japanese investors to buy and sell shares while maintaining exposure to the U.S. market without the challenges that can accompany international trading.

• Diversified Portfolio

  The NZAM ETF S&P500 Unhedged offers diversification by investing in a wide array of sectors, reducing the dependency on any single industry’s performance and providing a balanced investment opportunity.

• Investment Strategy Flexibility

  This ETF caters to various investment strategies by appealing to investors who wish to include unhedged positions in their portfolio, allowing for greater flexibility in response to market movements and personal financial goals.