Latest news with #FFUT
Globe and Mail
3 days ago
- Business
- Globe and Mail
Elle Caruso Fitzgerald from ETF Investment Channel Announces Publication of "Fidelity Adds Managed Futures ETF to Alternatives Lineup"
New York, New York--(Newsfile Corp. - June 10, 2025) - Elle Caruso Fitzgerald is pleased to announce the publication of "Fidelity Adds Managed Futures ETF to Alternatives Lineup." This article highlights Fidelity Investments' expansion into alternative investments with the launch of the Fidelity Managed Futures ETF (FFUT), a liquid alternative strategy designed to capitalize on market trends through systematic long/short investing and provide portfolio diversification. Fidelity Adds Managed Futures ETF to Alternatives Lineup Fidelity launched the Fidelity Managed Futures ETF (FFUT) on The Nasdaq Stock Market LLC on June 5. The new managed futures ETF is a liquid alternative strategy. It aims to capitalize on market trends through disciplined, systematic long/short investing. FFUT is available commission-free for individual investors and financial advisors through Fidelity's online brokerage platforms. FFUT's investment strategy focuses on capital appreciation in all market conditions. Fidelity's managed futures ETF aims to generate strong risk-adjusted returns, especially when equity markets decline. In an effort to reach this objective, FFUT employs a strategy designed to identify and capitalize on sustained price trends, whether upward or downward, across a diverse range of markets. These include equities, fixed income, currencies, and commodities. Finally, the fund uses futures, forwards, and other derivatives to implement this approach. Read the full article here: About Fidelity Managed Futures ETF The Fidelity Managed Futures ETF (FFUT) is part of Fidelity's growing exchange-traded lineup, which now includes 79 ETFs and ETPs with $111 billion in assets under management. FFUT aims to provide clients with an investment option that can help diversify their portfolios, with a focus on capital appreciation in all market conditions and strong risk-adjusted returns, especially when equity markets decline. About VettaFi VettaFi is a leading provider of data-driven insights and specialized services for asset managers and investors, bringing together a wealth of expertise to support client success. At the core of VettaFi is a commitment to fostering strong relationships and delivering innovative solutions that help clients engage, grow, and thrive in an increasingly complex financial landscape. For more information about VettaFi, please visit
Yahoo
3 days ago
- Business
- Yahoo
Elle Caruso Fitzgerald from ETF Investment Channel Announces Publication of "Fidelity Adds Managed Futures ETF to Alternatives Lineup"
New York, New York--(Newsfile Corp. - June 10, 2025) - Elle Caruso Fitzgerald is pleased to announce the publication of "Fidelity Adds Managed Futures ETF to Alternatives Lineup." This article highlights Fidelity Investments' expansion into alternative investments with the launch of the Fidelity Managed Futures ETF (FFUT), a liquid alternative strategy designed to capitalize on market trends through systematic long/short investing and provide portfolio diversification. Fidelity Adds Managed Futures ETF to Alternatives Lineup Fidelity launched the Fidelity Managed Futures ETF (FFUT) on The Nasdaq Stock Market LLC on June 5. The new managed futures ETF is a liquid alternative strategy. It aims to capitalize on market trends through disciplined, systematic long/short investing. FFUT is available commission-free for individual investors and financial advisors through Fidelity's online brokerage platforms. FFUT's investment strategy focuses on capital appreciation in all market conditions. Fidelity's managed futures ETF aims to generate strong risk-adjusted returns, especially when equity markets decline. In an effort to reach this objective, FFUT employs a strategy designed to identify and capitalize on sustained price trends, whether upward or downward, across a diverse range of markets. These include equities, fixed income, currencies, and commodities. Finally, the fund uses futures, forwards, and other derivatives to implement this approach. Read the full article here: About Fidelity Managed Futures ETF The Fidelity Managed Futures ETF (FFUT) is part of Fidelity's growing exchange-traded lineup, which now includes 79 ETFs and ETPs with $111 billion in assets under management. FFUT aims to provide clients with an investment option that can help diversify their portfolios, with a focus on capital appreciation in all market conditions and strong risk-adjusted returns, especially when equity markets decline. About VettaFi VettaFi is a leading provider of data-driven insights and specialized services for asset managers and investors, bringing together a wealth of expertise to support client success. At the core of VettaFi is a commitment to fostering strong relationships and delivering innovative solutions that help clients engage, grow, and thrive in an increasingly complex financial landscape. For more information about VettaFi, please visit Media Contact: help@ To view the source version of this press release, please visit Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-06-2025
- Business
- Yahoo
Fidelity® Launches Managed Futures ETF
New Active ETF Adds to Fidelity's Rapidly Growing $41 Billion Alternative Investments Lineup BOSTON, June 05, 2025--(BUSINESS WIRE)--Fidelity Investments® today announced the launch of Fidelity Managed Futures ETF (FFUT), a liquid alternative strategy that aims to capitalize on market trends through disciplined, systematic long-short investing. FFUT is listed on The Nasdaq Stock Market LLC and available today commission-free for individual investors and financial advisors through Fidelity's online brokerage platforms. "The new managed futures strategy is designed to provide clients with an investment option that can help diversify their portfolios with the ease of an ETF wrapper," said Roberto Croce, portfolio manager of Fidelity Managed Futures ETF at Fidelity Investments. "Fidelity's robust quantitative research, sophisticated investment capabilities, and disciplined investment process help us provide a differentiated strategy." FFUT seeks capital appreciation across market regimes, while aiming to provide especially attractive risk adjusted returns during periods of equity market drawdowns. In an effort to achieve its investment objective, the fund pursues a strategy intended to capture the persistence of price trends (up and/or down) in a broad set of markets — including equities, fixed income, currencies and commodities — utilizing futures, forwards and other derivatives. "Our team has access to enormous amounts of data, world-class research, and top talent to help uncover new investing opportunities and build advanced systematic strategies, including Fidelity Managed Futures ETF," said Neil Constable, head of Quantitative Research and Investments at Fidelity Investments. The ETF is competitively priced with an estimated gross expense ratio of 0.83% and estimated net expense ratio of 0.80%. Individual investors and financial advisors can learn more about liquid alternative investments at Investing in Liquid Alternatives | Fidelity Investments or Alternative Investments | Fidelity Institutional. Fidelity's Growing ETF Platform With today's launch, Fidelity's exchange-traded lineup consists of 79 ETFs and ETPs with $111 billion in assets under managementi, including 31 actively managed equity ETFs, 15 fixed income ETFs, 13 equity factor ETFs, six passive thematic ETFs, 11 passive equity sector ETFs, two digital asset ETPs and Fidelity ONEQ. Most recently, Fidelity added two fixed income ETFs and three options-based ETFs to the lineup. As part of Fidelity's commitment to financial education, the company offers a variety of resources to help investors review exchange-traded investing ideas, decide which types of exchange-traded offerings may fit their investing needs, or browse offerings with Fidelity's screeners: Investing in ETFs/ETPs | Fidelity Investments or Fidelity ETFs & ETPs | Fidelity Institutional. As a leading provider of exchange-traded offerings, Fidelity's platform offers individual investors and advisors access to more than 4,100 exchange-traded offerings, with more than $1.6 trillion in exchange-traded client assetsii. Alternative Investments at Fidelity Fidelity, through its asset management divisions, manages a range of alternative investment (alts) vehicles, including private equity, private credit, real assets, liquid alternatives, and digital assets. Fidelity Investments' alts lineup includes more than 60 funds, comprised of funds for eligible investors and funds available to the firm's investment team for portfolio construction, totaling more than $41 billion in assets under managementiii. In addition, Fidelity is a leading provider of custodial services, offering access to more than 6,000 alternative products and overseeing more than $95 billion in assets under administrationiv on its alternative investments platform for institutional and intermediary clients. About Fidelity Investments Fidelity's mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity's strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For more information about Fidelity Investments, visit Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual situation and reach out to an investment professional, if applicable. Commodity interest trading involves substantial risk of loss. Past performance is no guarantee of future results. Free commission offer applies to online purchases of Fidelity ETFs in a Fidelity retail account. The sale of ETFs is subject to an activity assessment fee (historically from $0.01 to $0.03 per $1,000 of principal). Risks for Fidelity Managed Futures ETF The fund uses investment techniques that are different from the risks ordinarily associated with traditional equity investments and are considered complex trading strategies. Such techniques and strategies include the use of derivatives, short sales, leverage, and investments in commodities and commodity-linked securities. Short sales pose more risk than long positions. Because a short position loses value as the security's price increases, the loss on a short sale is theoretically unlimited. Regulatory bans on certain short selling activities may prevent a fund from fully implementing its strategy. Leverage can increase market exposure, magnify investment risks, and cause losses to be realized more quickly. The fund's use of futures, forward contracts, options, swaps, and other derivative instruments may result in losses. The value of these derivative instruments may pose risks in addition to and greater than those associated with investing directly in securities, currencies or other instruments and may be illiquid or less liquid, volatile, difficult to price and leveraged so that small changes in the value of underlying instruments may produce disproportionate losses to the fund. The use of derivatives is a highly specialized activity that involves investment techniques and risks different from those associated with investments in more traditional securities and instruments. Moreover, a relatively small price movement in a derivative contract may result in substantial losses to the fund, exceeding the amount of the margin paid. The use of derivatives can increase the fund's risk exposure to underlying assets and their attendant risks, while also exposing the fund to the risk of mispricing or other improper valuation and the risk that changes in the value of a derivative may not correlate as anticipated with the underlying asset, rate, index or overall securities markets, thereby reducing their effectiveness. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Fixed income investments entail interest rate risk (as interest rates rise bond prices usually fall), the risk of issuer default, issuer credit risk and inflation risk. Securities selected using quantitative analysis can perform differently from the market as a whole as a result of the factors used in the analysis, the weight placed on each factor, and changes in the factors' historical trends. Investment in Fidelity Managed Futures Cayman Ltd., an unregistered subsidiary, is not subject to the investor protections of the Investment Company Act of 1940 (1940 Act) and is subject to the risks associated with investing in derivatives and commodity-linked investing in general. The value of commodities and commodity-linked investments may be affected by the performance of the overall commodities markets as well as weather, political, tax, and other regulatory and market developments. Commodity-linked investments may be more volatile and less liquid than the underlying commodity, instruments, or measures. Non-diversified funds that focus on a relatively small number of stocks tend to be more volatile than diversified funds and the market as a whole. These alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program for any investor. Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information. Before investing in any exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully. Fidelity Brokerage Services LLC, Member NYSE, SIPC900 Salem Street, Smithfield, RI 02917 Fidelity Distributors Company LLC900 Salem Street, Smithfield, RI 02917 National Financial Services LLC, Member NYSE, SIPC245 Summer Street, Boston, MA 0211 1208063.1.1©2025 FMR LLC. All rights reserved. ____________________ i Data as of April 30, 2025. ii Data as of April 30, 2025. iii Data as of March 31, 2024. iv Data as of April 30, 2025. View source version on Contacts Fidelity Media RelationsFidelityMediaRelations@ Madeline Lenahan (617) Caroline St. Angelo (401) Follow us on Twitter @FidelityNews Visit About Fidelity and our online newsroom Subscribe to emailed news from Fidelity Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
05-06-2025
- Business
- Business Wire
Fidelity® Launches Managed Futures ETF
BOSTON--(BUSINESS WIRE)--Fidelity Investments ® today announced the launch of Fidelity Managed Futures ETF (FFUT), a liquid alternative strategy that aims to capitalize on market trends through disciplined, systematic long-short investing. FFUT is listed on NASDAQ/NMS Global Market and available today commission-free for individual investors and financial advisors through Fidelity's online brokerage platforms. 'The new managed futures strategy is designed to provide clients with an investment option that can help diversify their portfolios with the ease of an ETF wrapper,' said Roberto Croce, portfolio manager of Fidelity Managed Futures ETF at Fidelity Investments. 'Fidelity's robust quantitative research, sophisticated investment capabilities, and disciplined investment process help us provide a differentiated strategy.' FFUT seeks capital appreciation across market regimes, while aiming to provide especially attractive risk adjusted returns during periods of equity market drawdowns. In an effort to achieve its investment objective, the fund pursues a strategy intended to capture the persistence of price trends (up and/or down) in a broad set of markets — including equities, fixed income, currencies and commodities — utilizing futures, forwards and other derivatives. 'Our team has access to enormous amounts of data, world-class research, and top talent to help uncover new investing opportunities and build advanced systematic strategies, including Fidelity Managed Futures ETF,' said Neil Constable, head of Quantitative Research and Investments at Fidelity Investments. The ETF is competitively priced with an estimated gross expense ratio of 0.83% and estimated net expense ratio of 0.80%. Individual investors and financial advisors can learn more about liquid alternative investments at Investing in Liquid Alternatives | Fidelity Investments or Alternative Investments | Fidelity Institutional. Fidelity's Growing ETF Platform With today's launch, Fidelity's exchange-traded lineup consists of 79 ETFs and ETPs with $111 billion in assets under management i, including 31 actively managed equity ETFs, 15 fixed income ETFs, 13 equity factor ETFs, six passive thematic ETFs, 11 passive equity sector ETFs, two digital asset ETPs and Fidelity ONEQ. Most recently, Fidelity added two fixed income ETFs and three options-based ETFs to the lineup. As part of Fidelity's commitment to financial education, the company offers a variety of resources to help investors review exchange-traded investing ideas, decide which types of exchange-traded offerings may fit their investing needs, or browse offerings with Fidelity's screeners: Investing in ETFs/ETPs | Fidelity Investments or Fidelity ETFs & ETPs | Fidelity Institutional. As a leading provider of exchange-traded offerings, Fidelity's platform offers individual investors and advisors access to more than 4,100 exchange-traded offerings, with more than $1.6 trillion in exchange-traded client assets ii. Alternative Investments at Fidelity Fidelity, through its asset management divisions, manages a range of alternative investment (alts) vehicles, including private equity, private credit, real assets, liquid alternatives, and digital assets. Fidelity Investments' alts lineup includes more than 60 funds, comprised of funds for eligible investors and funds available to the firm's investment team for portfolio construction, totaling more than $41 billion in assets under management iii. In addition, Fidelity is a leading provider of custodial services, offering access to more than 6,000 alternative products and overseeing more than $95 billion in assets under administration iv on its alternative investments platform for institutional and intermediary clients. About Fidelity Investments Fidelity's mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity's strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For more information about Fidelity Investments, visit Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual situation and reach out to an investment professional, if applicable. Commodity interest trading involves substantial risk of loss. Past performance is no guarantee of future results. Free commission offer applies to online purchases of Fidelity ETFs in a Fidelity retail account. The sale of ETFs is subject to an activity assessment fee (historically from $0.01 to $0.03 per $1,000 of principal). Risks for Fidelity Managed Futures ETF The fund uses investment techniques that are different from the risks ordinarily associated with traditional equity investments and are considered complex trading strategies. Such techniques and strategies include the use of derivatives, short sales, leverage, and investments in commodities and commodity-linked securities. Short sales pose more risk than long positions. Because a short position loses value as the security's price increases, the loss on a short sale is theoretically unlimited. Regulatory bans on certain short selling activities may prevent a fund from fully implementing its strategy. Leverage can increase market exposure, magnify investment risks, and cause losses to be realized more quickly. The fund's use of futures, forward contracts, options, swaps, and other derivative instruments may result in losses. The value of these derivative instruments may pose risks in addition to and greater than those associated with investing directly in securities, currencies or other instruments and may be illiquid or less liquid, volatile, difficult to price and leveraged so that small changes in the value of underlying instruments may produce disproportionate losses to the fund. The use of derivatives is a highly specialized activity that involves investment techniques and risks different from those associated with investments in more traditional securities and instruments. Moreover, a relatively small price movement in a derivative contract may result in substantial losses to the fund, exceeding the amount of the margin paid. The use of derivatives can increase the fund's risk exposure to underlying assets and their attendant risks, while also exposing the fund to the risk of mispricing or other improper valuation and the risk that changes in the value of a derivative may not correlate as anticipated with the underlying asset, rate, index or overall securities markets, thereby reducing their effectiveness. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Fixed income investments entail interest rate risk (as interest rates rise bond prices usually fall), the risk of issuer default, issuer credit risk and inflation risk. Securities selected using quantitative analysis can perform differently from the market as a whole as a result of the factors used in the analysis, the weight placed on each factor, and changes in the factors' historical trends. Investment in Fidelity Managed Futures Cayman Ltd., an unregistered subsidiary, is not subject to the investor protections of the Investment Company Act of 1940 (1940 Act) and is subject to the risks associated with investing in derivatives and commodity-linked investing in general. The value of commodities and commodity-linked investments may be affected by the performance of the overall commodities markets as well as weather, political, tax, and other regulatory and market developments. Commodity-linked investments may be more volatile and less liquid than the underlying commodity, instruments, or measures. Non-diversified funds that focus on a relatively small number of stocks tend to be more volatile than diversified funds and the market as a whole. These alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program for any investor. Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information. Before investing in any exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 Fidelity Distributors Company LLC 900 Salem Street, Smithfield, RI 02917 National Financial Services LLC, Member NYSE, SIPC 245 Summer Street, Boston, MA 0211 1208063.1.0 ©2025 FMR LLC. All rights reserved.
