Victory Capital is launching three new active ETFs


All funds are active and transparent and allow investors to allocate their money through a IT G Objectively in bonds and mid-cap stocks; UBND and UCRD are return-oriented portfolio solutions and MDCP focuses on top mid-cap stocks with growth potential.

“Active ETFs continue to grow in popularity with investors seeking access to managers who have proven successful in mutual funds and other investment vehicles,” said Mannik Dhillon. CFA, CAIA, and President of VictoryShares and Solutions. “We are pleased to be able to offer our customers ETF Strategies that combine our many years of experience in active management with a IT G Lens that today’s investors are increasingly looking for. “

UCRD seeks to achieve above average returns on a portfolio that is constructed using a bottom-up bond-to-bond approach.

UCRD invests primarily in investment grade securities, which are rated as such by one of the major credit rating agencies, and invests up to 20% in securities guaranteed or issued by the US government or its agencies. The Fund may also invest up to 30% of its assets in US dollar denominated bonds issued by foreign companies or emerging markets, governments or banks.

The advisor uses a proprietary credit rating methodology as well as a proprietary one IT G Scoring method for selecting securities in which to invest and investing only in issuers belonging to the top three categories of IT G scores.

IT G Considerations include greenhouse gas emissions, a company’s safety record, the diversity of its management, the company’s conduct and ethics, etc. IT G is different for different industries. The Fund will not invest in the lowest ranked companies on its own scale unless they were downgraded while investing, and it will only invest in level two securities when they are actively improving IT G or the counselor plans to contact them and work on their practices.

UCRD carries an expense ratio of 0.40%.

UBND seeks to generate above average returns on a portfolio that is constructed using a bottom-up, bond-by-bond approach. UBND invests in securities with maturities between three and 10 years and may invest in government bonds, mortgage and asset backed securities, corporate debt securities, repurchase agreements and other debt-related securities.

Up to 65% of the fund can be invested in corporate bonds at any time, with the majority investing in investment grade securities. However, it can invest up to 20% in sub-investment grade securities, also known as “junk” bonds, and up to 20% in US dollar-denominated bonds issued by foreign corporations or emerging markets, governments or Banks.

The advisor uses the same IT G Approach that is used in UCRD.

UBND carries an expense ratio of 0.43%.

MDCP contains around 30 positions at any one time and focuses mainly on the health, consumer goods, industrial and information technology sectors. MDCP is a fund for investors looking for a long-term investment, as it has a horizon of three to seven years.

The Fund defines mid-cap as companies falling within the market cap range of the Russell Mid Cap Index, which at the end of August was between $ 1.5 billion and $ 62.9 billion.

THB uses a bottom-up, fundamental research investment process in combination with the securities IT G Factors in Selecting the Top 30 Stocks for the Fund. Securities are valued with a quantitative and qualitative method and based on increasing cash flows and sales increases as well as on management, financial strength, industry position and IT G Rating determined by the advisor’s proprietary method.

When analyzing on IT G The consultant looks at qualities in 16 different categories, including climate change, energy efficiency, work practices, supply chain management, diversity and independence on the board of directors and others. The fund invests in companies with lower IT G Reviews only when they have identified problems and take corrective action to address their issues IT G Power.

MDCP does not invest in companies that are directly involved in the primary production of complete tobacco products, cluster munitions, steam coal or fossil fuels. The Fund also seeks to maintain the total carbon exposure for the Portfolio at or below the index level of a third party made up of large and mid-cap stocks from the US and Canadian markets, with the exception of the highest carbon emissions and the largest carbon emissions companies that have reserves.

MDCP carries an expense ratio of 0.55%.

More news, information and strategies can be found at ETF Trends.


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