RED BANK, N.J.--(BUSINESS WIRE)--WBI Shares is excited to announce the launch of its newest exchange-traded fund, WBI Tactical Rotation Shares (Ticker: WBIR). WBIR is designed to take advantage of opportunities around the globe while seeking to protect capital during unfavorable market conditions. WBIR joins the suite of tactical, actively managed ETFs offered by WBI to help give you the world.
“Knowing where and when to invest can be difficult,” says Matt Schreiber, President of WBI. “WBIR is designed to take advantage of opportunities around the globe while seeking to protect capital during unfavorable market conditions.”
WBIR may invest in any global asset class, geographic region, country, index, sector, industry, currency, or cash equivalents. Proprietary models assess factors and conditions likely to affect the potential risk-adjusted return of the investment opportunities under consideration. As the relative attractiveness changes, assets will be allocated and reallocated to favor those with higher expected risk-adjusted returns.
WBI, the 5th largest manager of active ETFs as of June 30, 2016, made headlines in 2014 with the launch of 10 active ETFs raising an historic $1 billion in assets under management on their first day of trading. For over three decades, WBI’s goal has been to help investors stay comfortably invested by aiming to reduce risk to capital. Their 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.
An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. Common stocks are susceptible to general stock market fluctuations and to volatile increases and decreases in value as market confidence in and perceptions of their issuers change. Generally, all debt (fixed income) securities are subject to two types of risk: credit risk and interest rate risk. Interest rates may go up resulting in a decrease in the value of the debt securities held directly by the Fund or indirectly through a broad array of registered investment companies, exchange-traded funds, exchange-traded vehicles issuing equity securities, and exchange-traded notes (referred to collectively as “exchange-traded products” or “ETPs”). Credit risk is the risk that an issuer will not make timely payments of principal and interest. The Fund’s investment performance, because it may be similar to a fund of funds, depends on the investment performance of the ETPs in which it invests. An investment in the Fund is subject to the risks associated with ETPs that comprise the Fund’s portfolio assets which include: foreign and emerging market securities risk, concentration risk, convertible securities risk, derivatives risk, commodities risk, currency risk, geographic risk, small- and medium-sized companies risk, equity options risk, high-yield securities risk, credit/default risk, counterparty risk, floating rate loans risk, leverage risk, zero coupon securities risk, and mortgage-backed securities risk.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus and summary prospectus containing this and other information about the Fund please visit our website at www.wbishares.com or call 1-800-772-5810. Read the prospectus carefully before investing.
Foreside Fund Services, LLC, Distributor.