BRCALX BRIC Advantage Portfolio

Objective

The trust seeks to provide above average total return primarily through capital appreciation. There is no assurance the trust will achieve its objective.

Strategy Description

The trust seeks to provide above average total return primarily through capital appreciation by investing in a portfolio primarily consisting of securities of companies headquartered and/or incorporated in Brazil, Russia, India or the People’s Republic of China (including Hong Kong) (known as the “BRIC” countries). The Sponsor selected the trust portfolio securities through an analysis based on market capitalization, revenues, revenue growth, earnings, earnings growth, valuation and economic sector to construct a portfolio that we believe generally represents the current economic makeup of the four BRIC countries. Under normal circumstances, the trust will invest at least 80% of its assets in securities of companies headquartered and/or incorporated in the BRIC countries.

Summary Data

Label Value
Symbol BRCALX
Status
Sponsor
Series Series 2020-1
Asset Class
Investment Strategy/Goal
Investment Type/Style