Overlay Shares Short Term Bond ETF (OVT) Harga
Overlay Shares Short Term Bond ETF Harga
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Overlay Shares Short Term Bond ETF Profil
The ETF Overlay Shares Short Term Bond ETF is a type of exchange-traded fund (ETF) that seeks to provide investors with exposure to a diversified portfolio of short-term bonds. This ETF aims to provide investors with a way to invest in a low-risk, fixed-income asset class that can help diversify their overall investment portfolio.
The ETF Overlay Shares Short Term Bond ETF was initially created in 2007 as the First Trust Short Duration ETF. In 2018, it was acquired by Overlay Shares, a provider of ETFs that use an overlay strategy to provide investors with exposure to a diversified portfolio of assets. The ETF Overlay Shares Short Term Bond ETF functions as a sub-advised fund, with the investment management team using a proprietary overlay strategy to manage the underlying portfolio.
The ETF Overlay Shares Short Term Bond ETF invests primarily in investment-grade debt securities with a maturity of five years or less. The underlying portfolio is diversified across various sectors, including government bonds, corporate bonds, and mortgage-backed securities. The ETF Overlay Shares Short Term Bond ETF also employs an overlay strategy that aims to enhance returns and minimize risk by using derivatives such as futures contracts, options, and swaps.
The ETF Overlay Shares Short Term Bond ETF provides investors with several benefits. Firstly, it offers exposure to a diversified portfolio of short-term bonds, which can provide a stable source of income with relatively low risk. Secondly, the use of an overlay strategy can potentially enhance returns and minimize risk, which can be particularly useful in periods of market volatility. Thirdly, the ETF provides investors with the convenience of being able to buy and sell shares on an exchange, making it an accessible investment vehicle for both retail and institutional investors.
In terms of performance, the ETF Overlay Shares Short Term Bond ETF has generally performed well relative to its peers. As of August 31, 2021, the ETF had returned 0.39% over the past year, compared to the category average of 0.28%. The ETF also has a low expense ratio of 0.20%, which makes it a cost-effective investment option.
Overall, the ETF Overlay Shares Short Term Bond ETF is a well-diversified, low-risk investment vehicle that provides investors with exposure to a stable source of income. The ETF's use of an overlay strategy can potentially enhance returns and minimize risk, making it an attractive option for investors who are looking to diversify their investment portfolio.
Pemilikan ETF Berdasarkan Sektor
| Sektor | Distribusi |
|---|---|
Teknologi Informasi | 40,45 % |
Sektor Keuangan | 11,2 % |
Jasa Komunikasi | 9,95 % |
Kesehatan | 9,26 % |
Barang Konsumsi Siklik | 8,74 % |
Industri | 7,54 % |
Barang konsumsi sehari-hari | 4,33 % |
Energi | 3,4 % |
Perusahaan Utilitas | 1,88 % |
Saham Properti | 1,7 % |
Komoditas | 1,56 % |
ETF Holdings berdasarkan Negara
Daftar Holding Overlay Shares Short Term Bond ETF
| Saham dan Analisis Saham | Saham |
|---|---|
100,00 % |
Pertanyaan umum tentang Overlay Shares Short Term Bond ETF
Overlay Shares Short Term Bond ETF ditawarkan oleh Overlay Shares, salah satu pelaku terkemuka di bidang investasi pasif.
ISIN dari Overlay Shares Short Term Bond ETF adalah US53656F5733
Rasio biaya total dari Overlay Shares Short Term Bond ETF adalah 0,79 %, yang berarti bahwa investor membayar 79,00 USD per 10.000 USD modal investasi setiap tahun.
ETF ini terdaftar di USD.
Investor Eropa mungkin memiliki biaya tambahan untuk penukaran mata uang dan biaya transaksi.
Tidak, Overlay Shares Short Term Bond ETF tidak sesuai dengan pedoman perlindungan investor Ucits Uni Eropa.
ETF ini berinvestasi di berbagai sektor, dengan fokus pada Teknologi Informasi, Sektor Keuangan, Jasa Komunikasi.
Amerika Serikat memiliki porsi terbesar di Overlay Shares Short Term Bond ETF.
Volume perdagangan rata-rata dari Overlay Shares Short Term Bond ETF saat ini adalah 12.791,00
Overlay Shares Short Term Bond ETF berdomisili di US.
Peluncuran dana tersebut adalah pada 14/1/2021
Overlay Shares Short Term Bond ETF berinvestasi terutama pada perusahaan Investment Grade.
NAV dari Overlay Shares Short Term Bond ETF adalah 21,18 USD.
Investasi dapat dilakukan melalui broker atau institusi keuangan yang menyediakan akses untuk berdagang ETF.
ETF tersebut diperdagangkan di bursa efek, serupa dengan saham.
Ya, ETF bisa dipegang dalam depot sekuritas reguler.
ETF cocok untuk strategi investasi jangka pendek maupun jangka panjang, tergantung pada tujuan investor.
ETF ini dinilai setiap hari bursa.
Informasi tentang dividen harus ditanyakan di situs web penyedia atau pada broker Anda.
Risiko yang termasuk adalah fluktuasi pasar, risiko mata uang, dan risiko perusahaan kecil.
ETF wajib melaporkan secara berkala dan transparan tentang investasinya.
Performa dapat dilihat di Eulerpool atau langsung pada situs web penyedia tersebut.
Informasi lebih lanjut dapat Anda temukan di situs web resmi penyedia.
Profil ETF
Overlay Shares Short Term Bond ETF