ETC 6 Meridian Quality Growth ETF (SXQG)

Overview

The fund outlined operates as an actively managed exchange-traded fund (ETF) with a strategic focus on equity securities. It adopts a broad investment approach by targeting common stocks across various capitalizations, allowing for flexibility and responsiveness to market changes. The fund is characterized by its intention to allocate a substantial portion of its assets towards companies positioned within the health care and information technology sectors, reflective of its current investment strategy. This preference, however, is subject to adjustments based on evolving market conditions and strategic assessments by the Sub-Adviser. It's important to note that this fund is non-diversified, indicating a concentration of investments in fewer securities which could lead to higher volatility and risk/reward profiles.

Products and Services

• Equity Securities Investments

  The primary investment focus of the fund is on equity securities, particularly common stocks. This encompasses investments across a broad spectrum of market capitalizations, offering a diversified exposure to various sectors of the economy, albeit with a significant emphasis on health care and information technology sectors. This strategy aims to capitalize on the growth potential of these sectors while maintaining the flexibility to adjust the investment portfolio in response to market conditions and strategic insights.

• Health Care Sector Investments

  As part of its sector-specific strategy, the fund aims to invest a significant portion of its assets in the securities of companies within the health care sector. This focus is driven by the belief in the sustained growth and innovation potential within this sector, thereby aiming to provide investors with exposure to opportunities for capital appreciation arising from advancements in medical technology, health services, pharmaceuticals, and biotechnology.

• Information Technology Sector Investments

  Another core area of focus for the fund is the information technology sector, identifying it as a key driver of growth and innovation in the modern economy. The fund seeks to invest in companies that demonstrate strong potential for advancement and market leadership within this sector, spanning areas such as software, hardware, electronics, and technology services. This strategy is inclined towards harnessing the dynamic and rapidly evolving nature of the IT sector to achieve growth objectives.

• Non-Diversified Fund Structure

  The fund is classified as non-diversified, meaning it may invest a larger portion of its assets in a smaller number of issuers. This approach can lead to greater investment risk as the fund's performance may be more closely tied to the performance of individual investments. However, it also offers the potential for higher returns by allowing the fund to concentrate its investments in areas deemed to have the best growth prospects by the investment managers.