GREAT 5G Forward Portfolio

The GREAT 5G Forward Portfolio provides equity exposure to publicly listed companies engaged in 5G infrastructure, telecommunications networks, and related enabling technologies. Constructed using a rules-based methodology, constituents are selected based on defined involvement in the value chain, offering investors systematic exposure aligned with long-term industry development.

The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies involved in 5G infrastructure, telecommunications networks, and related enabling technologies, while managing concentration, liquidity, and structural risks inherent to thematic investing.

This information is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. The portfolio is constructed using a passive, rules-based methodology and does not seek to outperform any benchmark. Investments are subject to market risk, including the possible loss of principal. Past performance, if shown, is not indicative of future results. Regulatory treatment, investor protections, and taxation may vary by jurisdiction. Investors should consider the portfolio’s objectives, methodology, and risks carefully before investing.