GREAT Broad Market Enhanced Portfolio

The GREAT Broad Market Enhanced Portfolio provides equity exposure to publicly listed companies across the broader U.S. equity market. Constructed using a rules-based methodology, constituents are selected and weighted through an enhanced allocation framework, offering systematic exposure to broad market opportunities.

The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies across the broader U.S. equity market with an enhanced allocation framework, while managing concentration, liquidity, and structural risks inherent to equity 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.