Formidable Fortress ETF (KONG)

Overview

The fund focuses on achieving its investment objectives through strategic investments in large- and mid-cap equity securities, spanning across various industries. It encompasses common stocks and real estate investment trusts (REITs) to diversify and stabilize its portfolio. The fund operates under normal market conditions, aiming to maximize returns for its investors while managing the inherent risks of equity investments. It employs a mix of direct equity investments in large- and mid-cap companies, which constitutes its primary 'Investable Universe', along with sophisticated financial instruments like derivatives to enhance its investment approach.

Products and Services

The fund offers a diverse range of investment products and financial instruments, designed to cater to the varied needs of its investors. These include:

• Common Stocks:

  The backbone of the fund’s investment strategy involves acquiring shares in large- and mid-cap companies. This approach capitalizes on the growth potential of these firms, aiming to deliver significant returns through price appreciation and dividends.

• Real Estate Investment Trusts (REITs):

  Part of the fund's portfolio is dedicated to REITs, which allows it to invest in real estate indirectly. This diversification method offers potential income through dividends and appreciation while mitigating risks associated with direct real estate investments.

• Options:

  To manage risk and enhance potential returns, the fund engages in trading options. This strategic use of derivative instruments can provide leverage, hedge against potential downturns, and generate income, thereby allowing more flexibility in its investment strategies.

• Volatility-linked ETFs:

  Investments in volatility-linked ETFs enable the fund to gain exposure to market volatility. These ETFs typically move inversely to the market’s direction, providing a hedge against downturns and allowing the fund to profit from market fluctuations.

• Volatility-linked Exchange-Traded Notes (ETNs):

  Similar to volatility-linked ETFs, ETNs offer the fund a way to invest in market volatility. However, as debt instruments, they carry a different risk profile, providing the fund with another tool to diversify its investment approach and manage overall portfolio risk.