Strategy Shares Nasdaq 7HANDL™ Index ETF (HNDL) Declares First Monthly Distribution
13 Februar 2018 - 2:00PM
Business Wire
HNDL is the First-of-Its-Kind Target
Distribution ETF powered by Nasdaq Dorsey Wright
Strategy Shares, a family of exchange traded funds (ETFs)
focused on bringing unique strategies to the ETF marketplace, today
announced that the Strategy Shares Nasdaq 7HANDL™ Index ETF (HNDL)
has declared its first monthly distribution.
Shareholders of record on Wednesday, February 14, will be paid a
cash distribution of $0.140292 per share by the ETF on Thursday,
February 15th. This distribution rate supports our strategy’s goal
of providing a 7% annual distribution. The ex-dividend date of this
distribution is Tuesday, February 13, 2018.
Launched January 2018, the Strategy Shares Nasdaq 7HANDL™ Index
ETF (HNDL) powered by Nasdaq Dorsey Wright seeks to generate
results that correlate generally to the performance of an index
within a new indexing category called Target Distribution Indexes,
and is designed to support a 7.0% annual distribution rate. All or
a portion of the distribution may include a return of capital.
HNDL’s investment strategy seeks results that correlate
generally to the performance of the Nasdaq 7HANDL™ Index, which was
developed by Bryant Avenue Ventures in partnership with Nasdaq and
Dorsey Wright. The Nasdaq 7HANDL™ Index consists of a
well-diversified, multi-asset portfolio of low-cost ETFs and
employs modest leverage in an amount equal to 23% of the total
portfolio. The Index seeks to offer the potential for high monthly
distributions while maintaining a stable net asset value over
time.
“There has been a proliferation of ETFs in recent years focused
on providing niche exposures, but there appears to be a lack of
innovation around developing client solutions that can aid an
advisor’s practice management,” said, Jerry Szilagyi, CEO of
Strategy Shares. “We see an industry ripe for innovation and
Strategy Shares is committed to being a part of the evolution of
ETFs.”
About Strategy Shares
Strategy Shares is a family of exchange traded funds (ETFs)
focused on bringing unique strategies to the ETF marketplace.
Currently, Strategy Shares offers three actively managed ETFs: the
Ecological Strategy ETF (HECO), the US Market Rotation Strategy ETF
(HUSE) and the Strategy Shares Nasdaq 7HANDL™ Index ETF (HNDL). For
more information on Strategy Shares and its fund offerings, please
visit: www.StrategySharesETFs.com.
About Bryant Avenue Ventures
Bryant Avenue Ventures LLC (“BAV”) is an intellectual property
firm focused on creating investment solutions that address the
underserved needs of financial advisors and their clients. Founded
by ETF industry veterans who have played leading roles in the
development of ETFs with more than $15 billion in assets under
management, BAV develops innovative indexes and works with
industry-leading partners to bring new index-based investment
products to market. Investment products previously created or
co-created by the founders of BAV include: the first multi-asset
income ETF (NYSE Arca: CVY), the first BRIC ETF (NYSE Arca: EEB),
the first frontier equity ETF (NYSE Arca: FRN), the first solar ETF
(NYSE Arca: TAN), the first timber ETF (NYSE Arca: CUT), the first
insider-activity ETF (NYSE Arca: NFO), the first spin-off ETF (NYSE
Arca: CSD), the first shipping ETF (NYSE Arca: SEA) and
BulletShares ETFs (NYSE Arca: BSCI,BSCJ, BSCK, BSCL, BSCM, BSCN,
BSCO, BSCP, BSCQ, BSCR, BSJI, BSJJ, BSJK, BSJL, BSJM, BSJN, BSJO
and BSJP).
Investors should carefully consider the investment
objectives, risks, charges and expenses of the Nasdaq 7HANDL ETF.
This and other important information about the Fund is contained in
the full or summary prospectus, which can be obtained by calling
(855) HSS-ETFS (855-477-3837) or at
www.StrategySharesETFs.com. The Strategy Shares are
distributed by Foreside Fund Services, LLC, which is not affiliated
with Rational Advisors, Inc., or any of its affiliates.
Investment in a fund of funds is subject to the risks and
expenses of the underlying funds. Diversification and asset
allocation may not protect against market risk or loss of
principal. Certain sectors and markets perform exceptionally well
based on current market conditions and the Nasdaq 7HANDL ETF can
benefit from that performance. Achieving such exceptional returns
involves the risk of volatility and investors should not expect
that such results will be repeated. The use of leverage can amplify
the effects of market volatility on the fund’s share price and make
the fund’s returns more volatile. The use of leverage may cause the
fund to liquidate portfolio positions when it would not be
advantageous to do so in order to satisfy its obligations. The use
of leverage may also cause the fund to have higher expenses than
those of funds that do not use such techniques.
HANDLS™ and HANDL™ are trademarks of Bryant Avenue Ventures LLC
and have been licensed for use by Rational Advisors, Inc.
Shareholders should not assume that the source of a distribution
from the Fund is net profit. Shareholders should note that return
of capital will reduce the tax basis of their shares and
potentially increase the taxable gain, if any, upon disposition of
their shares.
Distribution Policy: In order to allow shareholders of the Fund
to realize a predictable, but not assured, level of cash flow, the
Fund has adopted a policy (which may be modified at any time by its
Board of Trustees) to pay monthly distributions on Fund shares at a
target rate that supports the strategy’s annual distribution goal
of approximately 7.0% on the Fund’s per-share net asset value on
the date of a distribution’s declaration. Shareholders receiving
periodic payments from the Fund may be under the impression that
they are receiving net profits. However, all or a portion of a
distribution may consist of a return of capital. Shareholders
should not assume that the source of a distribution from the Fund
is net profit. For more information about the Fund’s distribution
policy, please turn to “Additional Information About the Fund’s
Principal Investment Strategies and Related Risks – Principal
Investment Strategies –Distribution Policy and Goals” section in
the Fund’s Prospectus. For additional information on the Fund’s
distribution policy please refer to the Fund prospectus found on:
http://strategysharesetfs.com/wp-content/uploads/funds/7handl/prospectus.pdf
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version on businesswire.com: http://www.businesswire.com/news/home/20180213005516/en/
Strategy SharesDavid Miller, 734-945-0763Portfolio
Managerinfo@strategysharesetfs.com
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