YCLOFranklin BSP CLO ETF

Seeks capital preservation and current income.

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Classification

How Beacon categorizes this fund

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Strategy

Active selection

Objective: Seeks capital preservation and current income.
Strategy: Invests primarily in collateralized loan obligations (CLOs), predominantly in U.S. and European CLOs, focusing on investment grade-rated debt tranches. Actively managed, the Fund may invest up to 5% in below investment grade CLOs and seeks to hedge foreign currency exposure. The portfolio management team employs a top-down and bottom-up approach, dynamically allocating based on relative value across the debt capital structure. The Fund may also invest in cash or short-term instruments for liquidity management and may enter into reverse repurchase agreements.