ETF Pioneer ASYMmetric Launches Smart Income and Smart Alpha Fund
ASYMmetric ETFs has launched two new funds: ASYMmetric Smart Income ETF (NYSE: MORE) and ASYMmetric Smart Alpha S&P 500 ETF (NYSE: ZSPY), aimed at delivering capital preservation and income generation while minimizing risks. The Smart Income ETF targets over double the income of the S&P 500 with reduced risk and smart management strategies, while the Smart Alpha ETF aims for double the returns with the same risk level. Both funds will begin trading on
- Launch of two new funds, MORE and ZSPY, focused on capital preservation and minimizing risk.
- Smart Income ETF seeks to generate more than double the income of the S&P 500 with reduced risk.
- Smart Alpha ETF aims to deliver double the returns of the S&P 500 without increased risk.
- The firm has won the 2022 Newcomer Strategic Beta ETF of the Year award for its existing product.
- Investment loss is possible and the funds have no operating history, which adds risk.
- Leverage and volatility risks are associated with the new funds' investment strategies.
ASYMmetric’s latest passive, rules-based funds seek to bring the benefits of capital preservation to all investors by minimizing risk and volatility while maximizing income and alpha
The firm’s flagship offering, ASYMshares™ ASYMmetric 500® ETF (NYSE: ASPY), introduced Smart Equity, solutions designed to generate market returns with a fraction of the risk. Since it began trading in 2021, ASYMshares™ ASYMmetric 500® ETF has garnered admiration, winning the 2022 Newcomer Strategic Beta ETF of the Year at With Intelligence’s Mutual Fund Industry and ETF Awards.
CEO and founder
Today, ASYMmetric is applying its Smart Technology to two new strategies, designed to generate income and alpha, respectively.
● ASYMmetric Smart Income ETF (NYSE: MORE) is a passive, rules-based fund developed to produce more income with less risk. The fund seeks to generate more than 2x the income of the S&P 500 with less risk. Without using derivatives or leverage, the ASYMmetric Smart Income ETF dynamically manages investment exposure in both bull and bear markets. The fund uses smart screens and momentum indicators to identify high income equities in a bull market to maximize secure income, while protecting investors’ principal in a downturn by allocating to Treasuries or cash. It is ideal for conservative investors who are seeking high current income.
● ASYMmetric Smart Alpha S&P 500 ETF (NYSE: ZSPY) is a passive, rules-based fund engineered to provide better returns with the same risk. The fund seeks to generate 2x the returns of the S&P 500 with no additional risk over a market cycle. The ASYMmetric Smart Alpha S&P 500® ETF maximizes alpha by using leverage in a bull market, while relying on hedging strategies to protect and potentially grow assets in a bear market. The ASYMmetric Smart Alpha S&P 500 ETF is a brand new take on leveraged ETFs and provides investors more of what they are looking for from leverage – greater upside - and less of what they don’t want, which is amplified downside. The fund addresses the weaknesses of traditional leveraged products, which are often limited to daily returns, by offering leveraged period returns. It accomplishes this by offering 2x leveraged exposure to the S&P 500 in a bull market and reducing exposure as market risk starts to rise to protect capital and potentially profit in a bear market by being short the S&P 500.
The first day of trading for both funds is
“At ASYMmetric, we believe all investors should have the opportunity to preserve and compound their wealth, not just those with access to expensive trading tools and institutional investment teams,” said Schuringa. “Current market volatility is making investors seasick. Smoothing out returns and minimizing risk is good for everyone; investors are able to sleep better at night and advisors will have happier clients and less volatile fees.”
One of the few former hedge fund managers bringing new ETFs to market, Schuringa is serious about delivering his best solutions to
“We’re not interested in watering down the approach we use for UHNW investors and institutions. Solutions that minimize volatility while maximizing returns are good for every investor,” he added. “We’re simply making “Smart Money” solutions available to everyone.”
For more information on the new funds, visit our website to read about MORE and ZSPY and join the conversation at ASYMmetric’s upcoming webinar.
About ASYMmetric ETFs
There is no guarantee the Fund’s investment strategy will be a success or that the protection sought by the fund will be achieved. Investment loss is possible.
New Fund Risk: The Fund is a recently organized investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. Leverage Risk: The Fund will invest in futures as a principal investment strategy. Futures and other derivative investments give rise to a form of leverage. Leverage is investment exposure that exceeds the initial amount invested. The loss on a leveraged investment may far exceed the Fund’s principal amount invested. Leverage can magnify the Fund’s gains and losses and therefore increase its volatility. Long/
Award Selection Criteria: The ETF performance awards were judged based on 2021 performance and flows. For the newcomer categories funds must be at least
Alpha: the portion of return from an investment that's incrementally more than a benchmark index, in this case the S&P 500.
Before investing, carefully consider the fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained at asymhares.com. Read the prospectus carefully before investing.
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ASYMmetric ETFs Advisory Press Contact:
meghan@growintentionally.com
610.675.5530
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FAQ
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