EAVOL NASDAQ-100 VOLATILITY OVERLAY FUND
An attractive opportunity for individual investors, the Fund’s objective is long-term capital appreciation.
The Fund complements NASDAQ-100 Index securities with a distinct volatility hedge overlay that utilizes the same methodology as Equity Armor Investments VOL 365 Strategy.
Why the EAVOL Nasdaq-100 Volatility Overlay Fund?
The Fund invests at least 80% of its net assets in securities that constitute the NASDAQ-100 Index (“NDX”). The Fund may also invest up to 20% of its assets in futures contracts on the Cboe Volatility Index (the “VIX Index”), options on index Futures, and in cash and cash equivalents, including U.S. Treasury obligations, as a hedge against the Fund’s exposure to the NDX.
The Fund invests in VIX Futures utilizing the same methodology as the Equity Armor Investments VOL 365 trading strategy (“EAVOL Trading Strategy”), a strategy based on a proprietary VIX futures trading strategy that seeks to correlate to VIX futures returns. The EAVOL trading strategy is constructed pursuant to a rules-based volatility analysis that identifies investments that present the least potential for time decay (i.e., the decline in the value of a contract over the passage of time), while maintaining the highest correlation to VIX Index price movement each day.
The volatility overlay aims to minimize possible losses that are common in stock indexes so that investors might be able to ride-out market swings in pursuit of their long-term investment objectives. The volatility overlay has an associated cost.
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