US Large Cap

Important Information

Marketing material for Professional Clients only

This document contains indicative terms for discussion purposes only and is not intended to provide the sole basis for evaluation of the investment solutions described.

Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.

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US Large Cap – risk considerations

• Liquidity risk: In difficult market conditions, the portfolio may not be able to sell a security for full value or at all. This could affect performance.
• Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the portfolio.
• Currency risk: The portfolio may lose value as a result of movements in foreign exchange rates.
• Derivatives risk – Efficient Portfolio Management: Derivatives may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses.
• Emerging Markets & Frontier risk: Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty, operational and liquidity risk than developed markets.
• Counterparty risk: The portfolio may involve contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, this may result in losses.
• Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.