ATRAM, the Philippines’ leading independent asset and wealth manager, has introduced the ATRAM Nasdaq Equity Income Feeder Fund, an innovative equity income strategy designed to deliver regular monthly income while maintaining exposure to some of the world’s most influential innovation-driven companies within the Nasdaq-100 Index®.
The launch comes at a time when investors are increasingly looking for ways to stay invested in global innovation while managing heightened market volatility. While Nasdaq-listed technology and growth stocks offer strong long-term potential, their price swings often make consistent participation across market cycles more challenging—creating demand for strategies that balance growth with income stability.
The new fund addresses this by combining equity exposure with a structured income strategy. It invests in established Nasdaq-listed companies while applying a covered call strategy, allowing the fund to generate income by selling call options on the Nasdaq-100 Index®. The premiums collected from these options form the core of the fund’s monthly income distribution.
Unlike traditional equity funds that rely primarily on capital appreciation, this approach monetizes market volatility itself, transforming price movement into potential cash flow while keeping investors invested in global innovation.
The underlying target fund, the JPMorgan Nasdaq Equity Premium Income Active UCITS ETF, has historically generated annual income in the range of approximately 9% to 11%, with monthly distributions expected. However, income levels may vary depending on market conditions and are not guaranteed.
Ayaz Ebrahim, CEO of Singapore and Southeast Asia at J.P. Morgan Asset Management, noted that covered call strategies have long been a core part of their active ETF offering, highlighting growing demand across markets for income-oriented equity solutions. ATRAM emphasized that this collaboration brings the strategy closer to Philippine investors in a feeder fund structure designed to meet evolving portfolio needs.
According to ATRAM Trust Corporation, investors today are increasingly seeking both growth and income in a single strategy, rather than choosing one over the other. By converting volatility into cash flow, the fund aims to support more consistent participation across different market environments.
The ATRAM Nasdaq Equity Income Feeder Fund is designed for investors seeking:
- Exposure to leading global innovators
- Regular income generated from market volatility
- A smoother return experience versus traditional Nasdaq equity exposure
- A long-term strategy aligned with different market cycles
More details and disclosures are available at ATRAM’s official website.
