CTOPJX NDR Thematic Opportunities Portfolio

Objective

The trust seeks to maximize total return primarily through capital appreciation.

Strategy Description

The trust seeks to achieve its investment objective by investing in a portfolio of U.S.- listed common stocks that may be in a position to take advantage of current thematic opportunities. The sponsor has partnered with Ned Davis Research, Inc. (“NDR”) as portfolio consultant. NDR will identify investment themes and suggest securities for the portfolio that it believes possess the potential to benefit from the investment themes and market conditions.

An investment theme is a market idea that has the potential of selecting securities of companies that may be poised to outperform the broader market.

Summary Data

Label Value
Symbol CTOPJX
Status
Sponsor
Series Series 10
Asset Class
Investment Strategy/Goal
Investment Type/Style