JH Hedged Equity & Income Fund (NYSE:HEQ)

Investment trust
add to virtual portfolio
trade
This investment trust can be held in
Trading AccountISAJISASIPP

Trust Info

  • Market Cap$139.474m
  • OCF-
  • AIC sector-
  • Manager GroupJohn Hancock
  • Currency
  • ISINUS47804L1026

Investment Strategy

Under normal market conditions, the Fund invests at the time of purchase at least 80% of its net assets in equity and equity-related securities and invests up to 20% of its net assets in fixed-income securities and fixed-income related instruments. The Fund will have no restriction on investing in foreign issuers or foreign currency securities. The Fund will employ a "beta hedge" strategy that consists of selling equity index futures to provide potential downside protection in the event of market decline. The "beta hedge" strategy will replace the use of a put option spread.

Latest HEQ news

Currently there for this investment_trust. Visit our news hub for other news .