GREAT U.S. Mega Cap Leaders Portfolio

The GREAT U.S. Mega Cap Leaders Portfolio provides equity exposure to publicly listed large-cap companies with significant market leadership and scale. Constructed using a rules-based methodology, constituents are selected based on market leadership, offering systematic exposure to leading U.S. companies.

The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed large-cap companies with significant market leadership and scale within the U.S. equity market, 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.