DALTAnfield Capital Diversified Alternatives ETF
DALT Fund Description
DALT is an actively managed fund-of-funds utilizing a tactical approach to four asset classes: equity, fixed income, commodities, and alternatives with the goal of capital growth and income over full market cycles.
DALT Factset Analytics Insight
DALT is actively managed by Regents Park Funds and Anfield Capital Management. Management selects positions by analyzing multiple factors, both fundamental and technical, as well as overall economic conditions. These factors drive a proprietary methodology with the goal of reducing risk and increasing returns. The fund is designed for low correlation to equity and fixed income. DALTs equity exposure includes domestic and foreign securities, including emerging markets, without limitation to market cap. Specifically, the fund looks for companies operating in major technical innovations (in computing, medical sciences, and nanotechnology), infrastructure development, and resource exploitation. The fixed income portion focuses on convertible and preferred securities. Commodity exposure targets energy- and commodity-related securities. In addition, the fund can hold up to 15% in traditional alternatives such as private equity, private debt, and hedge fund strategies. DALT may use other ETFs, mutual funds, closed-end funds, BDCs, or REITs to target desired exposure. Typically, the portfolio consists of 20-30 equally weighted positions.
DALT MSCI ESG Analytics Insight
Anfield Capital Diversified Alternatives ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.15 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 Capital Diversified Alternatives ETF ranks in the 32nd percentile within its peer group and in the 10th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DALT Portfolio Management
DALT Tax Exposures
DALT Fund Structure
DALT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DALT. DALT is rated a N/A out of 5.
DALT Asset Allocation