EcoLogical Strategy ETF Celebrates Five-Year Anniversary

HUNTINGTON, N.Y.--()--EcoLogical Strategy ETF (NYSE Arca: HECO), an actively managed ETF focused on investing in the “greenest” companies, recently celebrated its five-year anniversary. The Fund has consistently outperformed its index since inception, confirming the research that ecological investing has been a solid investment strategy.

HECO is ranked in the top 1% of its category for the Morningstar Sustainability Rating. HECO has generated a 13.28% five-year annualized return, significantly outperforming the MSCI ACWI Index return of 10.20%.

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

“HECO seeks capital appreciation through an actively managed portfolio of ecologically-focused companies that we believe have positioned their business to respond to increased environmental legislation, cultural shifts towards environmentally conscious consumption, and capital investments in environmentally oriented projects,” David Miller, Portfolio Manager of HECO, commented. “Given the strong track record of ecological investing along with several global megatrends acting as a potential tailwind (i.e., institutional asset flow and important changes in investor demographics and concerns), we believe that investors can benefit by allocating a portion of their equity portfolios to ecologically-oriented investment strategies.”

For more information on the fund, please visit: http://strategysharesetfs.com/funds/ecological-strategy/.

About Strategy Shares
Strategy Shares is a family of two exchanged traded funds (ETFs), including the EcoLogical Strategy ETF (HECO), which invests in the “greenest” companies, and the US Market Rotation Strategy ETF (HUSE), which utilizes a quantitative component to identify potentially favorable sectors and market segments as well as a tactical component that seeks to be opportunistic during market rallies and move into defensive positions during market declines. For more information on Strategy Shares, please visit: http://strategysharesetfs.com/.

Disclosures

There is no assurance that the Fund will achieve its investment objective.

Performance (%): Ending September 30, 2017 (Annualized if greater than 1 year)

      YTD   1 year   3 years   5 years  

Since
Inception*

HECO: NAV     15.24   22.49   10.86   13.28   13.74
HECO: Market 14.28 21.83 10.41 12.94 13.66
MSCI ACWI TR Index¹     17.25   18.65   7.43   10.20   11.39
*Inception: 5/18/2012
 

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 855-HSS-ETFS or visiting StrategySharesETFs.com. Market returns are based on the composite closing price and do not represent the returns you would receive if you traded the shares at other times. The first trading date is typically several days after the fund inception date. Therefore, NAV is used to calculate market returns prior to the first trade date. The Fund’s gross expense ratio is 2.87% and the net expense ratio is 0.95%.

1 The MSCI All Country World Total Return Index (“MSCI ACWI”) is based on the MSCI Global Investable Market Indexes (GIMI) Methodology and captures large- and mid-cap companies across 23 Developed Markets and 23 Emerging Markets countries. Indices are unmanaged and, unlike the Fund, are not affected by cash flows and do not reflect fees or expenses. An investor cannot invest directly in an index.

Investors should carefully consider the investment objectives, risks, charges and expenses of the EcoLogical Strategy ETF. This and other important information about the Fund is contained in the full or summary prospectus, which can be obtained by calling (855) HSS-ETFS (855-477-3837) or at www.StrategySharesETFs.com. The Strategy Shares are distributed by Foreside Fund Services, LLC, which is not affiliated with Rational Advisors, Inc., or any of its affiliates.

There are risks involved with investing, including possible loss of principal. The ETF may trade securities actively, which could increase its transaction costs (thereby lowering its performance) and could increase the amount of taxes you owe by generating short-term gains, which may be taxed at a higher rate. The ETF’s ecological investment criteria limit the types of investments the ETF may make. This could cause the ETF to underperform other funds that do not have an ecological focus. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. If the ETF invests more than 25% of its net assets in a particular asset class, or securities of issuers within a particular business sector, it is subject to increased risk. Sustainability Score as of 10/18/2017. Sustainability Rating as of 08/31/2017. Sustainalytics provides company-level analysis used in the calculation of Morningstar’s Sustainability Score. Sustainability Mandate information is derived from the fund prospectus.

Shares are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.

Contacts

Strategy Shares
David Miller, 734-945-0763
Portfolio Manager
info@strategysharesetfs.com
http://ecologicalinvesting.com/

Release Summary

Strategy Shares Announces EcoLogical Strategy ETF (HECO) Celebrates Five-Year Anniversary

Contacts

Strategy Shares
David Miller, 734-945-0763
Portfolio Manager
info@strategysharesetfs.com
http://ecologicalinvesting.com/