Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in January 2025).
JHI
About this ETF
An ETF investing in high-quality CLOs which seeks to deliver investors risk-managed access to an asset class that may provide consistent risk-adjusted returns and low correlation to traditional fixed income asset classes while exhibiting low volatility with low downgrade risk.
Why Invest in this ETF
High-Quality Asset Class
A robust asset class during uncertain times, AAA-rated CLOs have endured through the Global Financial Crisis and the COVID-19 pandemic, eliciting growth in the CLO market.
Risk Management
AAA-rated CLOs may help diversify a traditional fixed income portfolio, while exhibiting low volatility and low downgrade risk.
Efficient ETF Structure
Provides exposure to AAA-rated CLO markets historically available only to institutional investors with the lower cost, transparency, and liquidity characteristics of the ETF structure.
*Designations
NAIC 1.B (2024 preliminary)
Understanding Collateralized Loan Obligations (CLOs)
A combination of key characteristics makes CLOs a compelling
option for today’s investors. Portfolio Manager Jessica Shill explains
how CLOs work, their potential benefits and the active management
strategies employed to navigate the complex market.
