JH Hedged Equity & Income Fund (NYSE:HEQ)
Investment trust
Trust Info
- Market Cap$140.452m
- 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.
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