Explore the World of Diversification Beyond the 60/40
Simplify’s alternative strategies provide investors with institutional level diversification in the liquid, transparent and tax efficient form of the ETF wrapper. By leveraging the deep, foundational expertise of the Simplify team, we help investors access strategies, historically difficult to obtain, by designing a suite of alternative ETFs that can provide non correlated returns and asymmetric payoffs.
To view standardized performance for the funds, please click on the ticker symbols.
As of 4/30/2023
Simplify Managed Futures Strategy ETF
The Simplify Managed Futures Strategy ETF (CTA) seeks long term capital appreciation by systematically investing in futures in an attempt to create an absolute return profile, that also has low correlation to equities, and can provide support in risk-off events.
Simplify Volatility Premium ETF
The Simplify Volatility Premium ETF (SVOL) seeks to capture the volatility premium stemming from imbalanced hedge demand while simultaneously buying call options on the VIX as a means of hedging against adverse spikes in equity market volatility.
Simplify Interest Rate Hedge ETF
The Simplify Interest Rate Hedge ETF (PFIX) seeks to hedge interest rate movements arising from rising long-term interest rates and to benefit from market stress when fixed income volatility increases.
Simplify Hedged Equity Strategy
The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.
S&X 500 Index
60% S&P 500/40% Bond Aggregate Index
*Assumes 1-3M TBIL Index 1year total return as risk-free rate in Sharpe.
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