Three new international funds based on the
AlphaDEX® Methodology will be cross listed on the Bolsa Mexicana de
Valores
First Trust Advisors L.P. (“First Trust”) a global
exchange-traded fund (ETF) provider and asset manager, announced
that it has cross listed the First Trust United Kingdom AlphaDEX®
Fund (Ticker: FKU), the First Trust Japan AlphaDEX® Fund (Ticker:
FJP) and the First Trust Asia Pacific Ex-Japan AlphaDEX® Fund
(Ticker: FPA) on the International Segment (SIC) of the Mexican
stock exchange, Bolsa Mexicana de Valores (BMV).
J.P. Morgan sponsors the cross-listing of First Trust’s ETFs and
services the ETFs by handling corporate actions, disseminating
information and working with investors in Mexico.
First Trust is excited to offer internationally focused ETFs for
Mexican investors built on the fundamentals of the AlphaDEX®
Methodology. The First Trust AlphaDEX® ETFs are designed to track
the performance of a group of indexes which employ the patented,
rules-based AlphaDEX fundamental stock selection methodology. The
AlphaDEX methodology is designed to use fundamental valuation
factors to select and weight stocks based on their investment
merit. We believe that, while different methods of indexing will
have inherent limitations at different times, fundamental indexes
have the potential to generate higher long-term returns, and often
times reduce volatility, compared to similar cap-weighted
indexes.
These three funds increase the number of First Trust ETFs cross
listed on the BMV to 42.
For more information about First Trust, please contact Ryan
Issakainen of First Trust at (630) 765-8689 or
RIssakainen@FTAdvisors.com.
About First Trust
First Trust Advisors L.P., along with its affiliate First Trust
Portfolios L.P., are privately held companies which provide a
variety of investment services, including asset management and
financial advisory services, with collective assets under
management or supervision of approximately $119 billion as of July
31, 2015 through unit investment trusts, exchange-traded funds,
closed-end funds, mutual funds and separate managed accounts. First
Trust is based in Wheaton, Illinois. For more information, visit
http://www.ftlatinamerica.com.
You should consider a fund’s investment objectives, risks,
and charges and expenses carefully before investing. Contact First
Trust Portfolios L.P. at 1-800-621-1675 or visit
www.ftlatinamerica.com to obtain a prospectus which
contains this and other information about a fund. The prospectus
should be read carefully before investing.
ETF Characteristics
A fund’s return may not match the return of its underlying
index. Securities held by the funds will generally not be bought or
sold in response to market fluctuations.
Investors buying or selling fund shares on the secondary market
may incur customary brokerage commissions. Market prices may differ
to some degree from the net asset value of the shares. Investors
who sell fund shares may receive less than the share’s net asset
value. Shares may be sold throughout the day on the exchange
through any brokerage account. However, unlike mutual funds, shares
may only be redeemed directly from the fund by authorized
participants, in very large creation/redemption units.
Risks
A fund’s shares will change in value, and you could lose money
by investing in a fund. One of the principal risks of investing in
a fund is market risk. Market risk is the risk that a particular
security owned by a fund, fund shares or securities in general may
fall in value. There can be no assurance that a fund’s investment
objective will be achieved.
A fund may invest in securities issued by companies concentrated
in a particular industry, sector or country. A fund may invest in
small capitalization and mid-capitalization companies. Such
companies may experience greater price volatility than larger, more
established companies.
An investment in a fund containing securities of non-U.S.
issuers is subject to additional risks, including currency
fluctuations, political risks, withholding, the lack of adequate
financial information, and exchange control restrictions impacting
non-U.S. issuers. These risks may be heightened for securities of
companies located in, or with significant operations in, emerging
market countries.
A fund may invest in depositary receipts which may be less
liquid than the underlying shares in their primary trading market.
A fund may effect a portion of creations and redemptions for cash,
rather than in-kind securities. As a result, a fund may be less
tax-efficient.
The funds are classified as “non-diversified” and may invest a
relatively high percentage of their assets in a limited number of
issuers. As a result, the funds may be more susceptible to a single
adverse economic or regulatory occurrence affecting one or more of
these issuers, experience increased volatility and be highly
concentrated in certain issuers.
The United Kingdom is a member of the European Union and the
continued implementation of the European Union provisions and
political and social change throughout Europe make the extent of
future economic development and their effect on securities issued
by United Kingdom companies impossible to predict. Despite the fact
that the United Kingdom did not convert to the Euro, the European
sovereign debt crisis has resulted in a weakened Euro and has put
into question the future financial prospects of the United Kingdom
and the surrounding region.
FPA is more susceptible to the economic, market, regulatory,
political, natural disasters and local risks of the Asia Pacific
region than a fund that is more geographically diversified. The
region has historically been highly dependent on global trade, with
nations taking strong roles in both the importing and exporting of
goods; such a relationship creates a risk with this dependency on
global growth. Varying levels of accounting and disclosure
standards, restrictions on foreign ownership, minority ownership
rights, and corporate governance standards are also common for the
region.
Because Japan’s economy and equity market share a strong
correlation with the U.S. markets, the Japanese economy may be
affected by economic problems in the U.S. Japan also has a growing
economic relationship with China and other Southeast Asian
countries. Should political tension increase, it could adversely
affect the economy and destabilize the region as a whole. Japan
also remains heavily dependent on oil imports, and higher commodity
prices could therefore have a negative impact on the economy.
Japanese securities may also be subject to lack of liquidity,
excessive taxation, government seizure of assets, different legal
or accounting standards and less government supervision and
regulation of exchanges than in the U.S. Furthermore, the natural
disasters that have impacted Japan and the ongoing recovery efforts
have had a negative effect on Japan’s economy, and may continue to
do so.
The funds are classified as “non-diversified” and may invest a
relatively high percentage of their assets in a limited number of
issuers. As a result, the funds may be more susceptible to a single
adverse economic or regulatory occurrence affecting one or more of
these issuers, experience increased volatility and be highly
concentrated in certain issuers.
First Trust Advisors L.P. is the adviser to the funds. First
Trust Advisors L.P. is an affiliate of First Trust Portfolios L.P.,
the funds’ distributor.
“AlphaDEX®” is a registered trademark of First Trust Portfolios
L.P. First Trust Portfolios L.P. has obtained a patent for the
AlphaDEX® stock selection methodology from the United States Patent
and Trademark Office.
The views and opinions expressed are for informational
purposes only. This material is not intended to be relied upon as
investment advice or recommendations, does not constitute a
solicitation to buy or sell securities (in any jurisdiction to any
person to whom it is not lawful to make such an offer) and should
not be considered specific legal, investment or tax advice.
For Investors in Mexico:
The funds have been cross-listed on the Bolsa Mexicana de
Valores.
Investors should review all relevant offering materials,
including all applicable risk factors, and should consult with
financial and tax advisors relating to tax and other consequences
of investing in a particular security prior to making an
investment. None of the securities herein have been registered with
the National Securities Registry (Registro Nacional de Valores)
maintained by the Mexican National Banking and Securities
Commission (Comisión Nacional Bancaria y de Valores). Securities
not cross-listed on the Bolsa Mexicana de Valores nor registered
with the National Securities Registry (Registro Nacional de
Valores) may not be offered or sold publicly or otherwise be the
subject of brokerage activities in Mexico, except pursuant to the
private placement exemption set forth in article 8 of the
Securities Market Law (Ley del Mercado de Valores), to
institutional and qualified investors, as defined under Mexican law
and rules thereunder.
View source
version on businesswire.com: http://www.businesswire.com/news/home/20150820005666/en/
First TrustRyan Issakainen, (630) 765-8689RIssakainen@FTAdvisors.com
First Trust Japan AlphaDEX (NASDAQ:FJP)
과거 데이터 주식 차트
부터 5월(5) 2024 으로 6월(6) 2024
First Trust Japan AlphaDEX (NASDAQ:FJP)
과거 데이터 주식 차트
부터 6월(6) 2023 으로 6월(6) 2024
