Brexit Thematic Portfolio

BMxBRXT
Brexit Thematic Portfolio creates a unique opportunity to capitalize on one of the most important events in modern European history, Brexit. The portfolio tracks the performance of the largest UK exporting companies that are predisposed to benefit from the Brexit event.
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+0.03 %
in USD
Invests in
stocks
1 / 4

PRODUCT VALUE

BMxBRXT Value in USD
Past performance is not an indication of future results
  • Live
  • Backtested
Net of fees. As the benchmark, we used the FTSE 100 Index as a leading index of the London Stock Exchange. Past performance is not an indication of future results.
As of 20 Apr’ 19, in USD
  1. Standard deviation of daily returns
  2. Highest loss from the peak to a trough within the same time period
Net of fees. Past performance is not an indication of future results.
    The portfolio is rebalanced every 12 months. Target weighting: equally weighted.
    Description

    The portfolio follows the largest exporting companies in the UK, who are most likely to benefit from Brexit event following the changes in the UK economy. Revenues of these companies, received in foreign currencies, grow in nominal value, while their goods become cheaper and more attractive to external customers, pushing sales up thanks to GBP foreign exchange rate changes. These trends create solid profit opportunities for leading exporting companies making them a very attractive investment option.

    Strategy

    The portfolio is composed of the eight largest publicly traded exporting companies in the UK. The underlying portfolio of stocks is equally dollar weighted and automatically rebalanced every year.

    Brexit Thematic Portfolio is benchmarked against FTSE 100, a leading index of the London Stock Exchange covering 100 companies with the largest capitalization listed on LSE.

    Key Features
    No lock-up after issuance
    Regional restrictions apply

    Key strengths

    • Provides an opportunity to capitalize on Brexit event
    • Provides exposure to the largest exporting companies in the UK
    • Executed automatically

    Key metrics

    • Asset class: Stocks
    • Reporting currency: USD
    • Rebalanced: Every 12 months
    • Weighting: Equally weighted
    • Service fee: 2% per annum