What do today’s retirees want? The answer is simple: investments that offer income and growth. This is precisely what the Global Beta Smart Income ETF was designed to provide. Built upon our proprietary investment strategy, the Global Beta Smart Income ETF seeks to identify companies with historically strong dividends and provide cost-efficient broad market exposure to domestic large- and mid-cap companies from S&P indexes while providing diversification across sectors. Download the brochure to learn more about using this innovative fund for your retirement investors.
Note: This brochure is for Advisor Use Only and download is restricted to registered investment advisors and independent investment advisors. To access the brochure, you will be required to submit your details through our secure request form. After verification of your credentials, you will receive an email with the PDF brochure attached.
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Distributor: Compass Distributors
Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus or summary prospectus. A copy may be obtained by visiting www.globalbetaetfs.com or calling (833) 933-2083. Please read the prospectus or summary prospectus carefully before investing.
The fund’s primary risks:
Mid-Capitalization Securities Risk
The securities of mid-capitalization companies are often more volatile and less liquid than the stocks of larger companies and may be more affected than other types of securities during market downturns. Compared to larger companies, mid-capitalization companies may have a shorter history of operations, and may have limited product lines, markets or financial resources.
To the extent that the Target Index is concentrated in a particular industry, group of industries or sector, the Fund is also expected to be concentrated in that industry, group of industries or sector, which may subject the Fund to a greater loss as a result of adverse economic, business or other developments affecting that industry, group of industries or sector.
Dividend-Paying Securities Risk
The Fund’s emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund’s purchase of such a company’s securities.
Large Capitalization Securities Risk
The securities of large market capitalization companies may underperform other segments of the market because such companies may be less responsive to competitive challenges and opportunities and may be unable to attain high growth rates during periods of economic expansion.