Seeking to Unlock the Benefits of Diversification
For every $1 invested, the ETF seeks to provide $1 of core U.S. bond exposure and $1 of a managed futures strategy.
For every $1 invested, the ETF seeks to provide $0.9 of global equity exposure and $0.6 of U.S. Treasury exposure.
*RSSB is effective, but not yet available for trading.
What is Return Stacking™?
At its core, Return Stacking™ is the idea of layering one investment return on top of another, achieving more than $1.00 of exposure for each $1.00 invested.
For decades, sophisticated institutional investors have thoughtfully applied leverage to include diversifying alternative strategies without diluting their core stock and bond allocations. Today, professionally managed exchange-traded products allow investors to implement this concept.
Diversification does not assure a profit.
Why Return Stacked™ ETFs?
Return Stacking aims to help investors use their capital more efficiently and effectively.
Pursuing Diversification Without Sacrifice
Investors can introduce diversifying assets and strategies without sacrificing exposure to their traditional asset allocation.
Potential for Enhanced
By introducing additional sources of return, Return StackingTM creates the potential for outperformance, which may be particularly attractive in an environment where expected returns for traditional assets may be muted.
Potential to Improve Diversification
By thoughtfully introducing differentiated return streams, investors may gain a diversification advantage with the potential to reduce portfolio volatility and drawdowns.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please click here for RSBT or click here for RSSB. Read the prospectus or summary prospectus carefully before investing.
Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Brokerage commissions may apply and would reduce returns.
Toroso Investments, LLC (“Toroso”) serves as investment adviser to the Funds and the Funds’ Subsidiary.
Newfound Research LLC (“Newfound”) serves as investment sub-adviser to the Funds.
ReSolve Asset Management SEZC (Cayman) (“ReSolve”) serves as futures trading advisor to the Fund and the Funds’ Subsidiary.
Foreside Fund Services, LLC is the distributor for the Funds. Foreside is not related to Toroso, Newfound, or ReSolve.