Ancorato Fixed-Income (FISN)
Objective: Seeks to generate consistent income in the low-to-mid double-digit range
Strategy: Utilizes broad-based indices and sector ETFs as underliers with a typical range of 30%-40% downside protection
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Structured Note SMA
Flagship Strategy
FISN
Data as of
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Strategy Overview
Designed for a more active approach to structured note management
At a Glance
Strategy Details
StrategyFISN
Strategy Type—
Inception Date—
Primary Benchmark—
Key Metrics
Current Strategy Snapshot
Performance
Strategy & Benchmark Comparison
Only periods currently available for the strategy are displayed.
| Period | FISN | Benchmark |
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Composite Performance
Monthly Composite Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
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Realized Results
Realized Note Performance
| Year | Notes Realized | Avg. Realized Return | Avg. Annualized Return | Avg. Duration Held |
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Important Information