PeakShares Sector Rotation ETF (PSTR)

Overview

The fund is a diversified investment vehicle focusing primarily on the U.S. equity market. It aims to allocate at least 80% of its net assets, which may include funds borrowed for investment purposes, across a broad range of equity securities. These securities encompass common stocks of U.S. companies, equity Exchange Traded Funds (ETFs) that offer exposure to such companies, and derivatives that mimic the economic characteristics of these securities. Through this strategy, the fund seeks to offer investors exposure to the performance of U.S. companies while potentially mitigating risks associated with direct stock ownership.

Products and Services

The fund offers various products and services designed to cater to the investment needs and preferences of its clients, including:

• Equity Securities of U.S. Companies - The fund invests in common stocks of a diversified portfolio of U.S. companies, aiming to capture growth opportunities across different sectors of the U.S. economy.
• Equity ETFs - To provide broader exposure to the U.S. equity market, the fund invests in equity ETFs. These ETFs are selected to complement the direct equity investments and enhance the diversification of the portfolio.
• Derivatives with Economic Characteristics Similar to U.S. Equities - As part of its strategy to achieve investment objectives, the fund may also invest in derivatives. These financial instruments are chosen for their ability to replicate the economic characteristics of direct equity investments, potentially providing additional flexibility and risk management options.