2月28日消息,REX Shares于2月26日在Cboe BZX推出全新收益型产品GIF ETF,主打“杠杆+备兑看涨期权”策略,并按周派息。该ETF通过单一代码,为投资者提供一篮子加密货币与高增长科技股的敞口,满足市场对高收益ETF和加密概念收益工具的需求。
GIF为主动管理的基金中基金,不直接持股,而是配置九只REX Shares成长与收益型ETF。每只子基金围绕单一核心标的构建,并追求约1.25倍名义敞口。同时,组合中约一半仓位实施备兑看涨期权策略,以获取期权溢价收入。基金按月再平衡,并可随着新产品推出自动扩展持仓结构。
底层配置覆盖多个高波动板块,包括与美国第一大合规CEX挂钩的COII、与Strategy相关的MSII,以及NVII(英伟达)、TSII(特斯拉)、HOII(Robinhood)、PLTI(Palantir)、CWII(CoreWeave)、LLII(礼来)与WMTI(沃尔玛)。组合横跨加密资产、人工智能、医疗与零售领域,在分散个股风险的同时,仍暴露于科技与加密赛道的高波动环境。
收益方面,基金主要依赖备兑期权溢价分配,近期综合收益率超过30%,但30天SEC收益率相对温和。费用率约1.23%,叠加底层基金成本,投资门槛并不低。杠杆机制在市场上行时可放大收益,但在回调阶段亦可能加剧亏损,且期权策略或在强势行情中限制涨幅。
在美国科技与加密相关股票波动加剧背景下,REX Shares通过GIF ETF尝试将复杂策略打包成一体化产品。对于关注上述CEX概念股ETF、Strategy相关投资机会及高收益ETF策略的投资者而言,该产品提供便捷路径,但也需充分评估杠杆与衍生品风险。
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