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ACIO Strategy Paper

ACIO Strategy Paper

by aptusetfs | Mar 18, 2021 | Uncategorized

Download the Fact Sheet.

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Recent Comments

    Investing involves risk. Principal loss is possible.

    The Fund is non-diversified meaning it may concentrate its assets in fewer individual holdings or sectors.  Therefore, the Fund is more exposed to individual stock volatility or sensitive to developments that significantly affect those issuers or sectors which could have a greater impact on its performance. The Fund is new with no operating history or track record to base an investment decision upon.

    The Fund utilizes Sector Rotation and Trend-Based strategies that use a variety of market indicators and stop levels that seek to identify upward or downward trends in the U.S. equity markets. If an indicator or stop levels fail to detect significant downturns in the market, the fund may continue to be exposed to underlying positions that may lose value during such downward periods. Similarly, if the indicators fail to timely identify a reversal of a downward trending market, the Fund may continue to be exposed to defensive ETFs at a time when there is significant appreciation in the equity markets. Either scenario could result in the Fund underperforming other funds that do not employ these strategies.  There can be no guarantee the Sector Rotation strategy will correctly or timely identify the industries, sectors, or asset classes that will outperform during a given quarter or that the Trend Plus strategy will correctly or timely identify market trends.

    The Fund may invest in other investment companies and ETFs which may result in higher and duplicative expenses. If the Fund invests in U.S. Dollar ETFs, changes in currency exchange rates and relative value of non-U.S. currencies will affect the value of the Fund’s investment and the value of Fund shares.

    Investments in fixed income securities typically decrease in value when interest rates rise. If interest rates fall certain obligations may be paid off more quickly and the proceeds invested in securities with lower yields.  Changes in an issuer’s credit rating or the market’s perception of an issuer’s creditworthiness may also affect the value of an investment in an issuer.

    Investing in ETFs are subject to risks that the market price of the shares may trade at a discount to its net asset value (“NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Funds ability to sell its shares.

    Shares of any ETF are bought and sold at Market Price (not NAV) and are not individually redeemed from the fund. Brokerage commissions will reduce returns. Market returns are based upon the midpoint of the bid/ask spread a 4:00pm Eastern Time (when NAV is normally determined for most ETF’s), and do not represent the returns you would receive if you traded shares at other times. NAV is the dollar value of a single share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding calculated at the end of each business day.

    Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Nothing contained on this website constitutes tax, legal, or investment advice. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.

    Aptus Capital Advisors is the advisor to the McElhenny Sheffield Managed Risk ETF and it is distributed by Quasar Distributors, LLC.

    The fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. Important information about the fund and is available at mscmfunds.com or by calling 1-800-617-0004.  Read it carefully before investing. Please refer to the Fund Documents section to download a prospectus.