Johnson Enhanced Return Fund (JENHX)

Overview

The fund is a unique investment vehicle that focuses on capitalizing on the opportunities within the large cap equity markets, primarily through the use of S&P 500 Index futures. To enhance returns and achieve its investment objectives, the fund incorporates a strategy that combines these futures with alpha generating short duration investment-grade fixed income securities. The investment approach is centered around aiming to track an underlying equity index that covers a representative sampling of leading large capitalization companies across the most significant industries in the U.S. economy. Through this method, the fund seeks to offer investors exposure to the growth and income potential of these prime sectors, backed by a prudent investment strategy that is designed to navigate the complexities of the market.

Products and Services

• S&P 500 Index Futures Investments

This product focuses on investing in futures contracts of the S&P 500 Index. The objective is to provide investors with exposure to the large cap equity market, leveraging the potential of the S&P 500 as a benchmark for U.S. equities. By investing in these futures, the fund aims to track the performance of the S&P 500 Index, offering a strategic way to participate in the growth of the largest U.S.-based companies.

• Alpha Generating Short Duration Fixed Income Securities

Alongside the equity market investments, the fund strategically invests in short duration investment-grade fixed income securities. These investments are selected for their potential to generate alpha, representing performance that exceeds the market's average returns. The aim is to add a layer of stability and income to the fund's portfolio through investment-grade fixed income assets, balancing the risk associated with the equity market exposure.

• Underlying Equity Index Tracking

The fund's strategy involves tracking an underlying equity index that encompasses a representative sampling of leading large capitalization companies across key industries in the U.S. economy. This methodology is designed to ensure that the fund's investments reflect the performance and prospects of the most influential sectors and companies, capturing the essence of the U.S. economic growth narrative.