BRIC Advantage Portfolio

Objective

The trust seeks to provide above average total return primarily through capital appreciation.

Strategy Description

The trust seeks to provide above average total return primarily through capital appreciation by investing in a portfolio primarily consisting of securities of companies headquartered and/or incorporated in Brazil, Russia, India or the People’s Republic of China (including Hong Kong) (known as the “BRIC” countries). The Sponsor selected the trust portfolio securities through an analysis based on market capitalization, revenues, revenue growth, earnings, earnings growth, valuation and economic sector to construct a portfolio that we believe generally represents the current economic makeup of the four BRIC countries. Under normal circumstances, the trust will invest at least 80% of its assets in securities of companies headquartered and/or incorporated in the BRIC countries.

Sponsor

Series

Series 2019-1

Asset Class

Investment Strategy/Goal

Investment Type/Style