New ATRAM Fund Offers Monthly Payouts Through Global Tech Leaders
The ATRAM Nasdaq Equity Income Feeder Fund provides Filipinos with periodic dividend payouts and access to global technology benchmarks.
On April 28, Philippine asset manager ATRAM launched its Nasdaq Equity Income Feeder Fund, offering investors monthly dividends alongside exposure to the high-growth tech firms of the Nasdaq-100 Index®.
The launch comes as investors seek ways to stay invested in global innovation amid heightened market volatility, while generating regular income.
“Investors today are no longer choosing between growth and income—they want both,” said Miguel Liboro, head of products at ATRAM Trust Corporation, in an April 28 press statement.
“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.”
How the Nasdaq 100 Index Functions Within the ATRAM Feeder Fund
The Nasdaq-100 Index® is a benchmark representing 100 of the world’s largest non-financial companies listed on the Nasdaq exchange. It tracks global leaders in innovation, including Apple, Netflix, and Starbucks, and serves as an indicator for the health of the modern tech and consumer sectors.
Rather than relying solely on stock growth, the Fund creates steady income by charging a premium to investors who want the option to buy its tech stocks at a later date.
The Target Fund, the JPMorgan Nasdaq Equity Premium Income Active UCITS ETF, historically averages an annual income ranging 9–11%, with distributions expected to be paid monthly. Income levels may vary depending on market conditions and are not guaranteed.
How the JPMorgan Covered Call Strategy Generates Steady Cash Flow
J.P. Morgan Asset Management is a leading active ETF provider (a firm that issues funds traded on an exchange like stocks). It uses covered call strategies (a way to earn steady cash by giving up some potential profit if stock prices surge) to generate steady cash flow.
According to Ayaz Ebrahim, CEO of Singapore and South East Asia at J.P. Morgan Asset Management, these strategies “have been a cornerstone of our ETF product suite with robust interest across markets.”
Investors may access the fund by opening an account with ATRAM through its Private Wealth Solutions Group, via an Investment Management Account. It is also available through the ATRAM Prime app.
Frequently Asked Questions
The fund generates steady cash flow by utilizing a covered call strategy through its target fund, the JPMorgan Nasdaq Equity Premium Income Active UCITS ETF. Instead of relying only on stock price appreciation, it earns premiums by selling the option for others to buy its tech stocks at a later date, resulting in expected monthly dividend payouts.
While distributions are not guaranteed and fluctuate based on market volatility, the target fund has historically averaged an annual income range of 9% to 11%. These payouts are designed to be distributed to investors on a monthly basis, providing a consistent income stream while maintaining exposure to high-growth global technology benchmarks.
The index represents 100 of the largest non-financial companies listed on the Nasdaq exchange, serving as a primary indicator for the global tech and consumer sectors. Notable industry leaders within this benchmark include Apple, Netflix, and Starbucks, offering investors diversified exposure to world-class innovation and large-cap growth stocks.
A covered call strategy involves holding a portfolio of stocks while selling call options against them to collect “premiums,” effectively converting market volatility into immediate cash flow. This approach helps investors stay invested through various market cycles by providing a financial cushion during flat or slightly dipping markets, though it may cap potential profits during extreme price surges.
Individuals can invest in the fund by opening an Investment Management Account through the ATRAM Private Wealth Solutions Group or via the digital ATRAM Prime app. This accessibility allows local investors to diversify their portfolios with international assets and institutional-grade management from both ATRAM and J.P. Morgan Asset Management.
