Fund info

The SMI 3Fourteen Real Asset ETF is an actively managed exchange-traded fund designed to pursue long-term capital appreciation through dynamic and diversified asset allocation. Employing the proprietary REAL Asset Allocation strategy, the fund systematically allocates its investments among three primary asset classes: stocks, bonds, and alternatives. This process leverages quantitative models, trend analysis, and machine-learning optimizations to determine both the selection and weighting of portfolio assets, with allocations reassessed on a monthly basis. The strategy incorporates hierarchical risk parity techniques to seek a balanced risk profile while maintaining exposure to strong-performing assets within each category. The fund may also gain indirect exposure to cryptocurrencies via investments in related ETFs or companies involved in digital asset infrastructure. By blending traditional and alternative investments, the SMI 3Fourteen Real Asset ETF offers a diversified approach, aiming to adapt to varying market cycles and provide total return comprised of income and capital appreciation. This makes it a notable option for investors seeking a systematic, multi-asset allocation solution within the ETF structure.