Fieldstone UVA Unconstrained Medium-Term Fixed Income ETF (FFIU)

Overview

The fund is designed to fulfill the investment goals of individuals seeking current income by primarily focusing on fixed-income securities which have a dollar-weighted average effective duration that falls within the three to nine-year range. In regular market conditions, the Sub-Adviser has pledged to allocate a minimum of 80% of the fund's net assets, along with any borrowed funds for investment purposes, towards these securities. This contribution strategy shows a strong preference for investments in bonds, debt securities, and other income-generating instruments issued by both governmental bodies and private-sector entities. The fund's strategy suggests a moderate risk profile, aiming to balance income generation with the preservation of principal investments within a specified duration band.

Products and Services

• Fixed Income Securities

  At the core of its product offering, the fund primarily invests in a diverse range of fixed income securities. These include bonds, which are debt investment instruments where an investor loans money to an entity (corporate or governmental) that borrows the funds for a defined period at a variable or fixed interest rate. Debt securities and other similar income-producing instruments are also part of this collection. These investments are tailored for individuals or entities looking to generate a steady income stream from their investment portfolio, with a focus on preserving capital and maintaining a specific duration range to manage interest rate risk.