Return Stacked® ETFs
Seeking to Unlock
the Benefits
of Diversification
01 // RETURN STACKED® ETFs
ETFs
RETURN STACKED®
RGBM
Global Balanced &
Macro ETF
For every $1 invested, RGBM aims to provide $1 of exposure to a global balanced allocation and $1 of exposure to a systematic macro strategy.
RETURN STACKED®
RGBM.U
Global Balanced &
Macro ETF USD Shares
For every $1 invested, RGBM.U aims to provide $1 of exposure to a global balanced allocation and $1 of exposure to a systematic macro strategy.
02 // ABOUT
What is Return Stacking?
At its core, Return Stacking is the idea of layering one investment return on top of another, achieving more than $1.00 of exposure for each $1.00 invested.
For decades, sophisticated institutional investors have thoughtfully applied leverage to include diversifying alternative strategies without diluting their core stock and bond allocations. Today, professionally managed exchange-traded products allow investors to implement this concept.
Diversification does not assure a profit.
03 // BENEFITS
Why Return Stacked® ETFs?
Return Stacking aims to help investors use their capital more efficiently and effectively.
Pursuing Diversification Without Sacrifice
Investors can introduce diversifying assets and strategies without sacrificing exposure to their traditional asset allocation.
Potential for Enhanced Returns
By introducing additional sources of return, Return Stacking creates the potential for outperformance, which may be particularly attractive in an environment where expected returns for traditional assets may be muted.
Potential to Improve Diversification
By thoughtfully introducing differentiated return streams, investors may gain a diversification advantage with the potential to reduce portfolio volatility and drawdowns.
Disclaimers
Return Stacked® Global Balanced & Macro ETF (“RGBM”) and Return Stacked® Global Balanced & Macro ETF USD Shares (“RGBM.U”) or the “ETFs”) are alternative mutual funds, as such, the ETFs are permitted to invest in asset classes or use investment strategies that are not permitted for other types of mutual funds. The ETFs use leverage and derivative instruments to stack the returns of a global balanced strategy with those of a systematic macro strategy which can magnify gains and losses. Past Performance is not a guarantee of future results. Commissions, management fees, performance fees and operating expenses may all be associated with an investment in the ETFs. The ETFs are not guaranteed, their value changes frequently and past performance may not be repeated. The ETFs Facts and prospectus contain important detailed information about the ETFs. Please read the relevant documents before investing.
LongPoint Asset Management Inc. (“LongPoint”) is the Investment Fund Manager of the ETFs.
ReSolve Asset Management Inc. (“ReSolve Canada”) is the Portfolio Manager of of the ETFs.
ReSolve Asset Management SEZC (Cayman) (“ReSolve Global”) is the Portfolio Sub-Advisor of of the ETFs.
Newfound Research LLC (“Newfound”) is a Co-Promotor of of the ETFs.
Certain statements may constitute a forward-looking statement, including those identified by the expression “expect” and similar expressions (including grammatical variations thereof). The forward-looking statements are not historical facts but reflect the author’s current expectations regarding future results or events. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. These and other factors should be considered carefully and readers should not place undue reliance on such forward-looking statements. These forward-looking statements are made as of the date hereof and the authors do not undertake to update any forward-looking statement that is contained herein, whether as a result of new information, future events or otherwise, unless required by applicable law.
This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.
All comments, opinions and views expressed are generally based on information available as of the date of publication and should not be considered as advice to purchase or to sell mentioned securities. Before making any investment decision, please consult your investment advisor or advisors.
All data contained herein is provided “as is” and LongPoint, ReSolve Canada, ReSolve Global and Newfound make no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. LongPoint, ReSolve Canada, ReSolve Global and Newfound expressly disclaim any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose.