FIS Knights of Columbus Global Belief ETF (KOCG US) - Investment Proposition

Core Viewpoint - FIS Knights of Columbus Global Belief ETF (KOCG) aims to provide long-term capital growth through an actively managed global equity portfolio that adheres to U.S. Catholic investment guidelines [1] Investment Strategy - The strategy focuses on financial attractiveness and mission consistency, investing in businesses with sound profitability, prudent capital allocation, and durable competitive positions while excluding activities that do not align with policy guidelines [1] - The fund typically emphasizes quality and cash-flow resilience, with potential underweights in sectors limited by values screens [1] Portfolio Characteristics - KOCG offers country and currency diversification, which introduces additional sources of return and risk [1] - The fund serves as a values-aligned global equity sleeve or as an active satellite to complement broader global beta for investors prioritizing stewardship alongside returns [1] Market Conditions - Favorable market conditions include improving earnings visibility, contained inflation, and stable to declining real yields [1] - Adverse conditions may arise during periods of narrow mega-cap leadership, abrupt factor reversals, or spikes in the U.S. dollar [1] Fund-Specific Risks - The combination of active security selection and exclusions may lead to concentrated exposures, increasing tracking error and capacity considerations if assets scale [1]