Simplify US Equity PLUS Upside Convexity ETF
SPUC
$38.92
$0.46291.20%
Rating
Reward
Risk
Fund Information
Fund Type
ETF
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
None
Top Holdings
There are no holdings to display.
Similar ETFs
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
1-Month High
52-Week Low
52-Week High
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Simplify Asset Management
Manager/Tenure
(Years)
(Years)
David Berns (4), Michael Green (3), Jeffrey A. Schwarte (0)
Website
Address
154 W 14th Street, Floor 2, New York NY 10011
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Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide capital appreciation. The adviser seeks to achieve the fund’s investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (“ETFs”). The upside convexity option overlay strategy consists of purchasing exchange-traded and over the counter (“OTC”) call options on the S&P 500 Index or an S&P 500 Index ETF.
