Simplify Expands Barrier Income ETF Suite With the Launch of the Simplify Ancorato Target 25 Distribution ETF (XXV)

NEW YORK – Simplify Asset Management (“Simplify”), a leading provider of Exchange Traded Funds (“ETFs”), today announced the launch of the Simplify Ancorato Target 25 Distribution ETF (XXV).

XXV seeks to provide high monthly income, targeting a distribution goal of 25% on an annualized basis, through the sale of barrier put options with individual stocks as the underlying reference asset. It may also sell barrier put options based on the worst-of performance of a basket of several individual stocks. Barriers are constantly adjusted to levels designed to support the fund’s 25% target distribution rate.

“We’re excited to introduce XXV to the marketplace,” said Dave Berns, Co-Founder and Chief Investment Officer with Simplify Asset Management. “Investors continue to seek income solutions that balance yield and risk, and XXV seeks to meet that need by bringing structured investing into a transparent ETF format and offering the potential benefits of barrier income strategies without the limitations of traditional structured notes.”

XXV will be sub-advised by Ancorato Capital, an investment firm with deep expertise in the structured products space. It joins Simplify's growing lineup of barrier income ETFs that take the barrier income concept and provide it in the convenient ETF format. In April, the firm introduced the Simplify Barrier Income ETF (SBAR) and the Simplify Target 15 Distribution ETF (XV). These funds provide a more flexible and efficient alternative to traditional structured products by removing bank credit risk, easing compliance requirements, and maintaining continuous liquidity through seamless rollovers into new vintages – we believe ultimately delivering investors a dynamic way to capture attractive, option-based income opportunities.

“XXV represents the next phase in the growth of our barrier income lineup,” added Berns. “It’s clear that investors have a desire for smarter ways to generate income in an environment where traditional fixed income is challenged. At the same time, investors understand the value that experience and acumen bring when looking beyond traditional bond exposures. That’s what we’re seeking to deliver with XXV, and we are very excited to continue to educate the investor community about the role strategies like this can play in an income-focused portfolio.”

More information on Simplify Ancorato Target 25 Distribution ETF (XXV).

ABOUT SIMPLIFY ASSET MANAGEMENT INC 

Simplify Asset Management Inc. is a Registered Investment Adviser founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes for which clients are looking.