RED BANK, N.J.--(BUSINESS WIRE)--In under a year in the ETF business, all 10 actively managed WBI ETFs have now exceeded $100 million in assets under management. This makes WBI one of the fastest-growing issuers of active ETFs.
“With market valuations at historical highs, it’s natural for investors to be thinking about the next correction,” said Matt Schreiber, President of WBI. “Our actively managed ETFs offer investors a way to protect their capital in bear market cycles while still participating in a good portion of bull markets.”
Fund Size (in millions) As of 06/11/2015:
WBI Shares ended May with $1.5 billion in AUM, a 50% increase in assets since the firm’s late-August 2014 launch of 10 Active ETFs.
For over two decades, WBI has helped investors stay comfortably invested by aiming to reduce risk to capital. Our tactical, low volatility, alternative strategies can provide investors with a smoother ride than traditional buy-and-hold approaches. The firm’s unconstrained process invests globally to take advantage of a wide range of opportunities or raises cash in an effort to protect capital. WBI targets an optimal blend of bear market capital preservation and bull market return.
Investors should consider the investment objectives, risk, charges, and expenses carefully before investing. For a current prospectus with this and other information about the Funds, please visit our website at www.wbishares.com or call 1-800-772-5810. Read the prospectus carefully before investing.
An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. The Fund may invest in foreign and emerging market securities which carry additional risks than investing in the United States such as currency fluctuation, economic or financial instability, lack of timely or reliable financial information, or unfavorable political or legal developments. The Fund is subject to model risk; the investment process includes the use of proprietary models and analysis that rely on third party data and if inaccurate could adversely affect the Fund performance. The Fund may invest in Exchange-Traded Funds (ETFs), mutual funds, and Exchange-Traded Notes (ETNs) that will subject the Fund to the additional expenses of each ETF, mutual fund, or ETN and the risk of owning the underlying securities held by each. Options on securities may be subject to greater fluctuations in value than an investment in the underlying securities. Master Limited Partnership risk entails risks such as fluctuations in energy prices, decrease in the supply of or demand for energy commodities. In addition, the Fund is subject to market risk, management risk, dividend risk, growth risk, value risk, debt security risk, high-yield security risk, small and medium company risk, portfolio turnover risk, securities business risk, mortgage-backed securities risk, new fund risk, and trading price risk.
Foreside Fund Services, LLC, Distributor.