CASSimplify China A Shares PLUS Income ETF
By Simplify Asset Management · Launched 2025
0.88%
#4,451 of 5,562 · expensive
$13M
#4,635 of 5,562 · small
+55.2%
1 year
#4,087 of 5,562 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 2 holdings = 77.3% of fundconcentrated
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Strategy
- The principal investment strategy involves investing in FLEX Options that reference the Underlying ETF, which tracks the performance of large capitalization U.S. equity securities. The Fund aims to achieve defined outcomes based on the performance of the Underlying ETF over a one-year Outcome Period, providing potential positive returns regardless of market direction, subject to certain limitations.
- Inception date
- January 13, 2025
- Fund family
- Simplify Asset Management
Similar ETFs
Closest matches by profileOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
Buffer ETF — downside protection at a cost
Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.
Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)
Why we flagged this: strategy=structured_outcome + structured_outcome_strategy
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-06-19