Overlay Shares Short Term Bond Fund

The Overlay Shares Short Term Bond Fund is an actively managed fixed-income fund that primarily invests in short-duration bonds. Its primary function is to offer investors capital preservation and income generation through exposure to high-quality, short-term debt securities. The fund places a significant emphasis on maintaining a low duration to reduce interest rate risk, making it particularly attractive during periods of rising interest rates. Typically, this fund includes a mix of government, corporate, and asset-backed securities, all selected based on a thorough credit and risk evaluation process. The Overlay Shares Short Term Bond Fund aims to achieve superior risk-adjusted returns compared to traditional short-term bond offerings by using overlay strategies, which might include derivatives to manage risk and enhance income. This fund serves as a stable investment option within a larger portfolio, providing liquidity and a measure of safety, while potentially improving overall portfolio resilience in volatile market conditions.