Beyond Stocks & Bonds

Alternative Investments for the Masses


INVESTMENT/TICKER: IQ Alpha Hedge Strategy/IQHOX
LAUNCHED: June 2008
ASSETS: $38 million
STRATEGY: IndexIQ's only mutual fund offering tries to replicate hedge-fund returns and uses leverage. The fund, its oldest, gained 25.9% over the past year.

INVESTMENT/TICKER: IQ Hedge Multi-Strategy Index ETF/QAI
LAUNCHED: March 2009
ASSETS: 74 million
STRATEGY: IndexIQ's biggest product seeks hedge-fund-like, low-volatility returns with moderate correlation to stocks and bonds.

INVESTMENT/TICKER: IQ Hedge Macro Tracker/MCRO
LAUNCHED: June 2009
ASSETS: 7 million
STRATEGY: Aims to track the returns of hedge funds that play on macroeconomic trends or that have an emerging markets strategy.

INVESTMENT/TICKER: IQ CPI Inflation Hedged ETF/CPI
LAUNCHED: October 2009
ASSETS: 3 million
STRATEGY: Seeks to hedge against changes in the U.S. inflation rate by tracking a proprietary index.

INVESTMENT/TICKER: IQ ARB Global Resources ETF/GRES
LAUNCHED: October 2009
ASSETS: 6 million
STRATEGY: Attempts to offset inflation through exposure to a diversified portfolio of commodity-related equities worldwide.

INVESTMENT/TICKER: IQ ARB Merger Arbitrage ETF/MNA
LAUNCHED: November 2009
ASSETS: 3 million
STRATEGY: This new merger-arbitrage ETF is designed to give investors exposure to global corporate mergers-and-acquisitions activity.

Data: Morningstar, IndexIQ

China's Killer Profits
LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus