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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

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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

  • 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
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FUNDS MANAGEMENT METHODOLOGY

  • Long ETFs Strategy
     

  • Designed to generate absolute return utilizing:





     

  • Quantitative analytical modeling is used in the ETFs research process. Hedging tools might be used in the strategy.
     

  • 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
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MARKET OPPORTUNITY

 

  • We can capitalize on ARK ETFs historically strong performance while taking advantage of their current low prices.
     

  • ARK ETFs offers exposure to innovative technologies, long term growth, diversification, and risk management
     

  • 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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