Best SA (BSTP)

Overview

This ETF is designed for investors looking to invest in the S&P 500 with a risk-managed approach. By focusing on the SPDR® S&P 500® ETF Trust as its primary investment target, the fund aims to provide exposure to a broad range of large-cap U.S. stocks. The unique strategy of investing substantially all of its assets in exchange-traded options contracts on the SPDR S&P 500 ETF Trust allows the fund to manage risk while aiming for growth. Managed by an experienced advisor, the fund utilizes FLexible EXchange® Options with one-year expiration dates to potentially smooth out market volatility and offer a different risk/return profile compared to directly investing in the underlying ETF.

Products and Services

• SPDR® S&P 500® ETF Trust Exposure

  This product aims to provide investors with the opportunity to gain exposure to the performance of the S&P 500 Index by primarily investing in the SPDR® S&P 500® ETF Trust. It is designed for those looking to participate in the performance of large-cap U.S. equities with an added layer of risk management.

• Options Portfolio

  The fund's options portfolio is its key feature, consisting of exchange-traded options contracts on the SPDR S&P 500 ETF Trust. These contracts are specifically FLexible EXchange® Options with one-year expiration dates. The strategic use of options is intended to provide a risk-managed investment approach, aiming to protect against market downturns while participating in the upside potential of the underlying ETF.

• Non-diversified Investment Approach

  As a non-diversified fund, it focuses on a single underlying asset, the SPDR S&P 500 ETF Trust. This targeted approach allows for a concentration in a specific market segment, the large-cap U.S. equities market, potentially providing a clear and direct investment outcome relative to a more diversified portfolio. However, investors should be aware that this concentration may also increase risk.