A fundamental approach to investing in US
dividend-paying stocks
First Trust Global Portfolios Limited (“FTGP”), a London-based
ETF distributor and advisor, announced today that it has launched
Class B shares of the First Trust US Equity Income UCITS ETF (the
“Fund”) on Borsa Italiana (Ticker: UNCA IM).
The Fund seeks to provide investors with investment results that
correspond generally to the price and yield of an equity index
called the NASDAQ US High Equity Income Index (the “Index”). The
Index employs a rules-based stock selection methodology which uses
fundamental screens and a plough-back based weighting methodology
to objectively select dividend-paying stocks from the NASDAQ US
Index.
Eric Anderson, Senior Vice President for Europe at First Trust
Advisors, said: “We are very excited of our first listing on the
Borsa Italiana and 23rd listing in Europe. The Borsa Italiana is
one of the most important trading venues in Europe, and is a
critical exchange for providing access to pan-European
investors. With this new listing, First Trust is bringing
attractive and high yielding U.S. stocks to investors in
Europe.”
Silvia Bosoni, Head of ETFs Listing of Borsa Italiana,
commented: “We are pleased to welcome First Trust during this
important period of growth of the Italian ETF market. The inclusion
of First Trust on Borsa Italiana is a tangible proof of the
interest of US ETF issuers toward the European markets, and
specifically for Italy that has positioned itself as a reference
point in Europe thanks to the leadership on the number of contracts
traded.”
About First Trust Global Portfolios
Limited
FTGP was established in December 2011 as a UK-based and UK FCA
regulated distributor and advisor. FTGP is an affiliate of First
Trust Advisors L.P. and First Trust Portfolios L.P. (collectively
“First Trust”). FTGP distributes and markets a range of First Trust
U.S. registered ETFs and Irish domiciled UCITS funds under the
First Trust Global Funds PLC umbrella. The U.S. registered ETFs
have been notified to the UK FCA under Article 42 of the EU’s
Alternative Investment Fund Managers Directive. First Trust
Advisors L.P. is the investment manager of the ETFs and UCITS,
including the Fund. First Trust is a privately-owned U.S.-based
financial services firm and is a provider of exchange-traded funds
in the U.S. and European marketplaces. First Trust has total assets
under management or supervision in excess of $105 billion as at 30
April 2017. For more information, visit
http://www.ftglobalportfolios.com.
Risks
The Fund’s shares may change in value and may go down as well
as up. You could lose money by investing in the Fund. You may not
get back all the money you invest.
The Fund is subject to Market Risk, which means that shares of
the Fund may fall in value due to market fluctuations caused by
such factors as economic, political, regulatory or market
developments, changes in interest rates and perceived trends in
securities prices.
There may be tracking difference between the Fund and the
underlying index due to the impact of the annual Fund management
fees. Therefore the Fund’s return may not match the return of the
NASDAQ US High Equity Income Index.
The Fund’s holdings may be issued by companies concentrated in a
particular industry or country.
The Fund may invest in small capitalisation and mid
capitalisation companies. Such companies may experience greater
price volatility than larger, more established companies.
As the Fund’s investments may be denominated in currencies other
than the currency in which shares of the Fund are traded, an
investment in this Fund may expose you to currency risk.
This Fund’s Net Asset Value (NAV) is likely to have high
volatility due to the portfolio composition and/or the index
replication technique. As such, potential investors should be aware
that the Fund’s shares will change in value, and may do so in a
volatile fashion; potential investors could lose money by investing
in the Fund.
Neither FTGP nor any of its affiliates guarantees the
performance or the future returns of the Fund.
There is no guarantee that the Fund will declare dividends.
For more details, relating to risks of investing in the Fund,
please refer to the “Risk Factors” section of the Fund’s
prospectus.
Important Information
This financial promotion is issued by FTGP of 8 Angel Court,
London, EC2R7HJ. FTGP is authorised and regulated by the UK
Financial Conduct Authority (FCA) (register no. 583261). The Fund
is not regulated by the FCA. Nothing in this document constitutes
an invitation, offer, solicitation or recommendation to engage in
any investment activity including buying or selling any investment
including any interest in a fund.
The Fund is an open-ended sub-fund of the First Trust Global
Funds plc(the “Company”), an umbrella UCITS fund with segregated
liability between sub-funds, incorporated with limited liability as
an investment company with variable capital under the laws of
Ireland with UCITS registered number 514357. The Company is a
recognised collective investment scheme (a “recognised scheme”) for
the purposes of section 264 of the Financial Services and Markets
Act 2000, as amended (“FSMA”) of the United Kingdom. The Fund is
not regulated by the FCA. Most of the protections provided by the
UK regulatory system do not apply to the operation of the Fund and
compensation will not be available under the UK Financial Services
Compensation Scheme on its default.
An investment in the Fund is speculative and may not be
appropriate for all potential investors. FTGP does not guarantee
the performance of the shares of the Fund. The value of an
investment and income from it can go down as well as up and may be
affected by exchange rate variations. Investors may not get back
the amount invested or lose their entire investment. Current tax
levels and reliefs will depend on the nature of the holdings.
Past performance is not a guide to future performance.
The material in this document is not comprehensive and must
therefore be read in conjunction with the Fund’s Prospectus, which
contains material information not contained herein, including the
terms of investment and information regarding investment risks and
restrictions, fees and expenses and conflicts of interests.
Potential investors should pay particular attention to the “Risk
Factors” section of the Fund’s prospectus. No assurance can be
given that the Fund’s investment objective will be achieved or that
the Fund will generate a positive return. Contact FTGP or visit
www.ftglobalportfolios.com to obtain a Prospectus and/or Key
Investor Information Document (available in English). Potential
investors should conduct their own investigation and analysis of
the Fund and consult its/their own professional tax, accounting,
financial or other advisors as to the risks involved in making an
investment. Potential investors should consider the Fund’s
investment objectives, risk, charges and expenses carefully before
investing.
Nothing contained herein constitutes investment, legal, tax or
other advice nor is it to be solely relied on in making an
investment or other decision. It is not an invitation to make an
investment in the Fund nor does the information, recommendations or
opinions expressed herein constitute an offer for sale of the
Fund.
Shares of the Fund are not available for sale in any state or
jurisdiction in which such sale would be prohibited. The shares of
the Fund have not been registered under the US Securities Act of
1933, as amended, and the Fund is not registered under the US
Investment Company Act of 1940, as amended. Neither this material
nor the Fund’s shares are available to or suitable for US
persons.
Whilst every effort is made to ensure the accuracy of this
information, no representation or warranty stated or implied is
made or given by any persons as to the accuracy or completeness of
the information contained in this document and no responsibility or
liability is accepted for such information or opinion.
The NASDAQ US High Equity Income Index (the “Index”) is a
trademark of Nasdaq, Inc. (“Nasdaq”) and has been licensed for use
by First Trust Portfolios L.P., and sub-licensed for use by First
Trust Global Funds plc. The Fund is not sponsored, endorsed, sold
or promoted by Nasdaq and Nasdaq makes no representation or
warranty regarding the advisability of investing in the Fund or as
to the result to be obtained by any person from use of the Index in
connection with the trading of the Fund.
View source
version on businesswire.com: http://www.businesswire.com/news/home/20170516005359/en/
First Trust Global Portfolios LimitedMedia Enquiries:Derek
FultonLondon, UK+44 (0) 203 195
7125dfulton@ftgportfolios.comorCapital market enquiries:Eric
AndersonLondon, UK+44 203 195 7123ericanderson@ftadvisors.com
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