GREAT Gold Energy Portfolio

The GREAT Gold Energy Portfolio provides exposure to publicly listed companies and instruments linked to gold, energy production, and natural resources. Constructed using a rules-based methodology, constituents are selected based on asset class relevance, offering systematic exposure to commodity-linked markets.

The portfolio seeks to provide hedging benefits by delivering diversified, passive exposure to publicly listed companies and instruments linked to gold, energy production, and natural resource markets, while managing concentration, liquidity, and structural risks inherent to commodity-focused 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.