AESRAnfield U.S. Equity Sector Rotation ETF
AESR Fund Description
AESR is an actively managed fund-of-funds of large-cap US equities that uses macroeconomic and forecasting methodology to pursue a sector rotation strategy.
AESR Factset Analytics Insight
AESR is an actively managed fund-of-funds of large-cap US equities that aims to outperform traditional large-cap equity indices by using sector rotation. The core of the fund’s portfolio will be comprised of 11 main industry sectors that make up the S&P 500 Index. AESR expects to hold between eight to ten ETFs with over- and under-weights of industry sectors determined by market conditions. The Advisor uses a tactical investment style employing a proprietary analysis of fundamental, business cycle, and technical factors to determine the portfolio of ETFs, making periodic shifts to capitalize on market opportunities or avoid market declines. AESR is generally rebalanced and adjusted on a quarterly basis. The Fund may also invest in derivatives, including exchange listed and OTC futures.
AESR MSCI ESG Analytics Insight
Anfield U.S. Equity Sector Rotation ETF has an MSCI ESG Fund Rating of A based on a score of 6.10 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Anfield U.S. Equity Sector Rotation ETF ranks in the 43th percentile within its peer group and in the 30th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AESR Summary Data
AESR Portfolio Data
AESR Index Data
AESR Portfolio Management
AESR Tax Exposures
AESR Fund Structure
AESR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AESR. AESR is rated a 5 out of 5.
AESR Sector/Industry Breakdown
AESR Top 10 Holdings
AESR Economic Development
AESR Performance Statistics
AESR MSCI ESG Ratings
AESR Benchmark Comparison Summary
AESR Benchmark Comparison Market Cap Size