Research Affiliates' Rob Arnott and Elkhorn's Ben Fulton Team Up to Build First Ever Fundamental Commodity ETF - Seite 3
About Research Affiliates
Research Affiliates, LLC was founded in 2002 and is based in Newport Beach, California. Research Affiliates is dedicated to creating value for
investors and seeks to have a profound impact on the global investment community through its insights and products. The firm is committed to being a global leader in smart beta and asset allocation
and delivers solutions in partnership with some of the world's leading financial institutions, through these institutions' offerings of mutual funds, ETFs, separately managed accounts, and/or
commingled accounts. As of June 30, 2016, about $161 billion in assets managed worldwide utilize investment strategies developed by Research Affiliates.
Important Information
There are risks involved with investing in ETFs, including possible loss of money. The fund is actively managed. Shares are subject to risks similar to
those of stocks, including those regarding short selling and margin maintenance requirements. Ordinary brokerage commissions apply. There can be no assurance that the fund's investment objective
will be achieved. The fund is not an index tracking exchange-traded fund and is not required to invest in all components of the Benchmark index.
The fund seeks to provide investors with total return. Because the fund is non-diversified and can invest a greater portion of its assets in securities of individual issuers than a diversified fund, changes in the market value of a single investment could cause greater fluctuations in share price than would occur in a diversified fund. The fund may invest in commodity futures contracts traded on non-U.S. exchanges or enter into over the-counter derivative contracts with non-U.S. counterparties. The fund is subject to counterparty risk, options risk, pooled investment vehicle risk, swaps risk and more.
Alpha is a measure of performance on a risk-adjusted basis. Beta is a measure of volatility. Price momentum is the rate of acceleration of a security's price. Dynamic roll methodology is a strategy that utilizes a more flexible monthly futures contract rolling strategy, to determine the new futures contract months for the underlying commodities. Roll yield is the amount of return generated in by rolling a short-term contract into a longer-term contract.
Shares are not individually redeemable and owners of the shares may acquire those shares from the Fund and tender those shares for redemption to the Fund in Creation Units only, typically consisting of 200,000 Shares.
ALPS Distributors, Inc. is the distributor of Elkhorn exchange-traded funds.
Elkhorn Investments, LLC, S&P Dow Jones Indices LLC, Research Affiliates and ALPS Distributors, Inc. are not affiliated with each other.
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RAFI® is a registered trademark of Research Affiliates, LLC ("RA") and is being used pursuant to a licensing agreement. Investment products based on the Dow Jones RAFI Commodity Index is not sponsored, endorsed, sold or promoted by RA or their respective affiliates and neither RA nor its respective affiliates or agents makes any representation regarding the advisability of investing in such product(s).
An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus containing this and other information, please call 630.384.8700. Read the prospectus carefully before investing.
ELK000250 9/15/2017
Media Contact:
Bill Conboy
BC Capital Partners
303-415-2290
Bill@bccapitalpartners.com