As Mexican demand for international investment
solutions grows, First Trust expands its offerings.
First Trust Advisors L.P. (“First Trust”), a global ETF provider
and asset manager, announced today that it has cross-listed an
additional ETF on the Mexican stock exchange, the Bolsa Mexicana de
Valores and/or the Bolsa Institucional de Valores. As many
institutional investors seek to invest within Mexico, First Trust
is pleased to expand its offerings of ETFs. The First Trust
International Equity Opportunities ETF (Ticker: FPXI) is based on
IPOX International Index, which measures the performance of the 50
largest and typically most liquid companies domiciled outside the
U.S. within the IPOX® Global Composite Index (the “composite
index”). The composite index is constructed and managed to provide
a broad and objective view of global aftermarket performance of
recent initial public offerings (“IPOs”) and spin-offs in both
emerging and developed countries during their first 1,000 trading
days.
“Recent IPOs and spin-offs represent an important segment of the
international stock market that is often absent from investors’
portfolios,” said Ryan Issakainen, CFA, Senior Vice President, ETF
Strategist at First Trust. “This ETF provides a systematic strategy
for investors to gain exposure to many of these stocks before they
are added to broad international index funds and ETFs,” Issakainen
said.
“We are pleased to expand our Mexico cross-listings to include
the First Trust International Equity Opportunities ETF. FPXI offers
strategic allocation to international IPOs, powered by IPOX’s long
history and academic rationale for researching and investing in new
listings globally.” said April Reppy Suydam, Head of Latin America
Distribution, First Trust.
For more information about First Trust, please contact Ryan
Issakainen at (630) 765-8689 or RIssakainen@FTAdvisors.com.
About First Trust
First Trust, a federally registered investment advisor, and its
affiliate First Trust Portfolios L.P. (“FTP”), a FINRA registered
broker-dealer, are privately held companies that provide a variety
of investment services. First Trust is the investment advisor to
exchange-traded funds, closed-end funds, mutual funds, separate
managed accounts and provides supervisory services to FTP sponsored
unit investment trusts. First Trust’s assets under management were
approximately $149.55 billion as of September 30, 2020. This
includes the supervisory services First Trust provides to FTP
sponsored unit investment trusts, which are unmanaged. FTP is a
sponsor of unit investment trusts and distributor of mutual fund
shares and exchange-traded fund creation units. First Trust is
based in Wheaton, Illinois. For more information, visit
http://www.ftportfolios.com.
You should consider the fund’s investment objectives, risks,
and charges and expenses carefully before investing. Contact First
Trust Portfolios L.P. at 1-800-621-1675 to obtain a prospectus
which contains this and other information about the fund. The
prospectus should be read carefully before investing.
ETF Characteristics
The fund lists and principally trades its shares on The Nasdaq
Stock Market LLC., the Bolsa Mexicana de Valores and the Bolsa
Institucional de Valores.
The fund’s return may not match the return of the IPOX®
International Index. Securities held by the fund 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. If the
fund's authorized participants are unable to proceed with
creation/redemption orders and no other authorized participant is
able to step forward to create or redeem, fund shares may trade at
a discount to the fund's net asset value and possibly face
delisting.
Risk Considerations
The fund’s shares will change in value, and you could lose money
by investing in the fund. One of the principal risks of investing
in the fund is market risk. Market risk is the risk that a
particular stock owned by the fund, fund shares or stocks in
general may fall in value. There can be no assurance that the
fund’s investment objective will be achieved. The outbreak of the
respiratory disease designated as COVID-19 in December 2019 has
caused significant volatility and declines in global financial
markets, which have caused losses for investors. The COVID-19
pandemic may last for an extended period of time and will continue
to impact the economy for the foreseeable future.
The fund may invest in securities issued by companies
concentrated in a particular sector or country which involves
additional risks including limited diversification. The 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. The fund may invest in depositary receipts which
may be less liquid than the underlying shares in their primary
trading market.
The economy of China differs, often unfavorably, from the U.S.
economy in such respects as structure, general development,
government involvement, wealth distribution, rate of inflation,
growth rate, allocation of resources and capital reinvestment,
among others. The central government has historically exercised
substantial control over virtually every sector of the Chinese
economy through administrative regulation and/or state ownership.
Actions of the Chinese central and local government authorities
continue to have a substantial effect on economic conditions in
China. Furthermore, China’s economy is dependent on the economies.
of other Asian countries and can be significantly affected by
currency fluctuations and increasing competition from Asia’s other
emerging economies.
The fund is subject to certain risks associated specifically
with Hong Kong, including Hong Kong’s political and economic
environment and the volatility of and the concentration of real
estate companies listed on the Hong Kong Stock Exchange. Because of
Hong Kong’s reversion to China, any increase in uncertainty as to
the economic and political status of Hong Kong or a deterioration
of the relationship between China and the U.S. could have negative
implications on stocks listed on the Hong Kong Stock Exchange.
Securities prices on the Hong Kong Stock Exchange can be highly
volatile and are sensitive to developments in Hong Kong and China,
as well as other world markets.
The stocks of companies that have recently conducted an initial
public offering are often subject to price volatility and
speculative trading. These stocks may have exhibited above average
price appreciation in connection with the initial public offering
prior to inclusion in the fund. The price of stocks included in the
fund may not continue to appreciate and their performance may not
replicate the performance exhibited in the past.
Changes in currency exchange rates and the relative value of
non-US currencies may affect the value of a fund’s investments and
the value of a fund’s shares.
The fund currently has fewer assets than larger funds, and like
other relatively new funds, large inflows and outflows may impact
the fund’s market exposure for limited periods of time.
The fund is classified as “non-diversified” and may invest a
relatively high percentage of its assets in a limited number of
issuers. As a result, the fund 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 information presented is not intended to constitute an
investment recommendation for, or advice to, any specific person.
Nor does the document implicitly or explicitly recommend or suggest
an investment strategy, reach conclusions in relation to an
investment strategy for the reader or provide an opinion as to the
present or future value or price of any fund. First Trust has no
knowledge of and has not been provided any information regarding
any investor. Financial professionals must determine whether
particular investments are appropriate for their clients.
First Trust Advisors L.P. is the adviser to the fund. First
Trust Advisors L.P. is an affiliate of First Trust Portfolios L.P.,
the fund’s distributor.
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 fund has been cross-listed on the Bolsa Mexicana de Valores
and/or the Bolsa Institucional 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 and/or Bolsa
Institucional 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.
The cross listing of the securities identified herein does not
constitute or imply a certification as to the investment quality of
such securities or the accuracy or completeness of the information
included in all offering materials. The offering materials are
solely First Trust’s responsibility and have not been reviewed or
authorized by the Mexican National Banking and Securities
Commission (Comisión Nacional Bancaria y de Valores) or the Bolsa
Mexicana de Valores and/or the Bolsa Institucional de Valores and
may not be publicly offered or distributed in Mexico. In making an
investment decision, all investors, including any Mexican investor,
must rely on their own examination of the relevant securities and
the marketing materials.
IPOX® and IPOX® International Index are registered international
trademarks and service marks of IPOX® Schuster LLC (“IPOX”) and
have been licensed for use by First Trust. The Fund is not
sponsored, endorsed, sold or promoted by IPOX, and IPOX makes no
representation regarding the advisability of trading in such
Fund.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20201026005580/en/
Ryan Issakainen First Trust (630) 765-8689
RIssakainen@FTAdvisors.com
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