Upcoming
Art of ETF and Mutual Funds
ALSET of ETF & Mutual Fund is an active
managing and TRADING fund.
We seek long term growth of capital by
investing in selected ETFs
Art of ETF and Mutual Funds
Funds Benefits
-
Offers one stop exposure seeking to implement a growth strategy, investing in 5 of the
ARK Invest actively managed ETFs and 4 AmericaFirst Mutual Funds. -
Effectively function as an entire portfolio
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All 5 of the ARK Invest actively managed ETFs are under the tickers ARKK, ARKQ, ARKW,
ARKF and ARKG, aiming to invest in disruptive innovations. -
The 4 AmericaFirst Mutual Funds meets various investment targets, combined they offer
a balanced portfolio. -
Given our growth focus, this portfolio of funds is tilted towards equities, making it
potentially appropriate for those with a higher risk tolerance and longer time horizon.
5-10 Highly Potential ETFs from different industries
ARKK
ARKQ
ARKW
ARKF
ARKG
+ 4 Mutual Funds
INVESTMENT THEME
CATEGORY
Diversified Portfolio
ASSET CLASS
Equities
ASSET CLASS SIZE
Multi-Cap
ASSET CLASS STYLE
Blend
REGION (GENERAL)
Emerging & Developed Market
REGION (SPECIFIC)
Broad
PREFERRED CATEGORIES
FUNDS MANAGEMENT METHODOLOGY
-
Long ETFs Strategy
-
Designed to generate absolute return utilizing:
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Quantitative analytical modeling is used in the ETFs research process. Hedging tools might be used in the strategy.
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Typically, fewer than 15 holdings.
Technical Analysis
Industrial Studies
Cyclical Macroeconomic Trend
FUNDS DETAILS
Fund Type
Active Equity Fund
Target to be listed
In 9 Months
Primary Exchange
NYSE Arca
Portfolio Objective
Income Generation
Typical # of Holdings
5 ETFs +
4 Mutual Funds
Targeted Portfolio Growth
100%
IPO Offering Size
$100 Million
Portfolio Manager
ALSET
MARKET OPPORTUNITY
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We can capitalize on ARK ETFs historically strong performance while taking advantage of their current low prices.
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ARK ETFs offers exposure to innovative technologies, long term growth, diversification, and risk management
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Known for focusing on innovative and disruptive technologies that have the potential to transform entire industries, AKR ETFs presents an opportunity on long term capital appreciation.
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