Vest 10 Year Interest Rate Hedge Fund (RYSE)

Overview

The fund is designed as an actively managed Exchange-Traded Fund (ETF) with a strategic focus on hedging against the potential negative impacts of rising interest rates, specifically targeting the 10-year interest rate. It aims to achieve positive returns (before accounting for fees and expenses) in scenarios where there is an increase in the 10-year interest rate. Conversely, it is expected that the fund will incur losses if the 10-year rate decreases. The fund's strategy involves the use of various derivatives, such as futures, options, interest rate swaps, and swaptions, to construct a portfolio tailored to hedge against increases in the 10-year interest rate. Given its specialized focus, the fund operates as a non-diversified investment option.

Products and Services

• Actively Managed ETF

  The fund distinguishes itself as an actively managed Exchange-Traded Fund that concentrates on generating positive returns amid rising 10-year interest rates. Its active management approach allows for dynamic adjustments of the fund's portfolio based on the prevailing interest rate environment and market conditions.

• Interest Rate Hedging Strategies

  Employing a variety of derivatives—including futures, options, interest rate swaps, and swaptions—the fund implements sophisticated hedging strategies aimed at protecting investors from the adverse effects of rising interest rates. These instruments allow the fund to navigate and potentially profit from fluctuating interest rate landscapes.