New Opportunities Portfolio

The New Opportunities Portfolio is made up of 100% ETFs from the equity sector, exclusively in industries with high expected growth, such as Financial Technology (FinTech), next-generation Internet, Robotics, Genomics, Renewable Energies, Blockchain, and others. The mix of assets varies over time, according to the expectations of the portfolio managers, and is recommended for those investors who have a very high tolerance for risk and accept the volatility that this distribution of assets implies in exchange for a higher return in the long run. The New Opportunities Portfolio is subject to very high fluctuations in the financial markets and this can result in highly negative returns during certain extended periods of time. For this reason, the New Opportunities Portfolio should only be chosen by investors who have a high capacity to tolerate losses in the value of their portfolio, either because they have a long investment horizon, or have other sources of liquidity in case of urgency and have additional financial reserves to this investment portfolio.

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The New Opportunities Portfolio is invested mainly (approx. 60%) in financial instruments that reflect North American issuers. The rest of the portfolio is invested in Asia (20%), Israel (5%), and the rest in Europe.

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The graphs and tables in the link below represent the composition and historical performance of this portfolio are indicative only and should not be considered as faithfully representing the Investment Portfolios of real investors in the New Opportunities Portfolio.