ATRAM, the Philippines’ leading independent asset and wealth manager, has launched the ATRAM Nasdaq Equity Income Feeder Fund, an equity income strategy that provides regular monthly income while maintaining exposure to innovation-led companies within the Nasdaq-100 Index®.
The launch comes as investors increasingly seek ways to stay invested in global innovation amid heightened market volatility, while generating regular income. The volatility of innovation-led stocks can make it challenging to remain invested across market cycles, highlighting the need for strategies that balance growth and income.
The ATRAM Nasdaq Equity Income Feeder Fund combines exposure to innovation with income generation by investing in established Nasdaq-listed companies and employing a covered call strategy that converts market volatility into income.
By selling call options on the Nasdaq-100 Index, the Fund earns premiums that form the core of its income generation. This approach provides ongoing cash flow while allowing investors to remain invested in global technology stocks.
Unlike traditional equity funds that rely primarily on price appreciation, the strategy generates income by monetizing market volatility, offering a more consistent return experience across different market conditions.
The Target Fund, the JPMorgan Nasdaq Equity Premium Income Active UCITS ETF, historically averages an annual income in the range of 9–11%, with distributions expected to be paid monthly. Income levels may vary depending on market conditions, and are not guaranteed.
Ayaz Ebrahim, CEO of Singapore and South East Asia at J.P. Morgan Asset Management, added, “As the world’s largest active ETF provider[1], covered call strategies have been a cornerstone of our ETF product suite with robust interest across markets. We are excited to partner with ATRAM to bring this innovative solution to Philippine investors in a feeder fund format, addressing their needs for income while offering a smoother equity investment experience.”
“Investors today are no longer choosing between growth and income—they want both,” said Miguel Liboro, Head of Products at ATRAM Trust Corporation. “This Fund allows investors to stay invested in the Nasdaq while generating income from market movements. By converting volatility to cash flow, it helps investors remain invested across market cycles.”
The strategy aims to capture a meaningful portion of Nasdaq returns while delivering a more stable return profile, making it well-suited for sideways, volatile, or gradually rising markets. Upside participation may be moderated during strong market rallies.
The ATRAM Nasdaq Equity Income Feeder Fund is designed for investors seeking:
- Exposure to the world’s leading innovators
- Regular income generated by converting market volatility into cash flow
- More consistent return experience versus traditional Nasdaq equity strategies
- A long-term solution that supports staying invested across market cycles
For more information, including fund details and risk disclosures, visit https://atram.com.ph/funds/uitf-funds/details?fund=ATRQIAP
