GREAT China Select Portfolio

The GREAT China Select Portfolio provides equity exposure to publicly listed companies with material linkage to the Chinese economy. Constructed using a rules-based methodology, constituents are selected based on geographic relevance, offering systematic exposure to China-focused market opportunities.

The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies with material linkage to the Chinese economy, while managing concentration, liquidity, and structural risks inherent to single-country 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.