Key Investor Information This document provides you with key investor information about this fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in this fund. You are advised to read it so you can make an informed decision about whether to invest. First Trust Global Capital Strength ESG Leaders UCITS ETF A sub-fund of First Trust Global Funds plc (the "Company") First Trust Global Portfolios Management Limited is the manager of the Company (the "Manager") ISIN: IE00BKPSPT20 Share class: Class A USD ACCObjective and Investment Policy Objective:The objective of the fund is to seek to provide investors with long term current rating of lower than “BB” are removed from the fund’s portfolio even if they returns, through capital growth.have not yet been removed from the MSCI ESG Index; in such cases the portfolio may The fund intends to pursue an actively managed investment strategy. The fund will consist of slightly fewer than 50 stocks. Similarly, there may be circumstances where invest primarily in a diversified portfolio of global equity securities issued by a security creates new shares of its existing business in a separate company which companies which the investment manager considers to have leading or superiorcould result in holdings in excess of 50 holdings. The fund’s portfolio is subject to the metrics based on environmental, social and governance (“ESG”) related criteria investment manager’s ongoing internal research and analysis, and may be adjusted (relative to their industry peers) and which, in addition, the investment manager in the investment manager’s discretion at or between the weekly and semi-annual considers to exhibit “capital strength” in that they are well capitalised and have evaluations in line with the fund’s investment objective; in such cases the portfolio strong balance sheets. may consist of slightly more or fewer than 50 stocks. The investment manager will consider an issuer to have leading or superior ESG The fund’s performance is compared against both the MSCI ESG Index and the MSCI metrics if it is included in the MSCI ACWI ESG Leaders Index (the “MSCI ESG Index”).ACWI Index. The fund is actively managed which means that the investment manager The MSCI ESG Index is a capitalisation-weighted index that provides exposure to has discretion over the composition of the fund’s portfolio but the MSCI ESG Index companies with high ESG performance relative to their peers. The MSCI ESG Index is constrains the composition of the fund's portfolio as the investment manager will not designed for investors seeking a broad, diversified sustainability benchmark with add securities to the fund’s portfolio which are not components of the MSCI ESG relatively low tracking error to the underlying equity market, represented by the Index at the time of purchase. The investment manager may use its discretion to MSCI ACWI Index.invest the fund in assets with weightings different to that of the MSCI ESG Index and also not to invest in all of the components of the index by virtue of the capital strength The investment manager applies its proprietary “capital strength” investmentscreening it applies. There is no guarantee that the fund’s performance will match or methodology to screen issuers of stocks in the MSCI ESG Index for inclusion in the exceed the performance of either benchmark index. Fund’s portfolio. The capital strength methodology evaluates issuers on the following criteria: minimum three-month average trading volume of USD 5 million, minimum Sustainable Finance:The Manager has adopted the investment manager’s policy on of USD 1 billion in cash and short-term investments, long-term debt to market the integration of ESG criteria (including Sustainability Risks) in its investment capitalisation ratio of less than 30%, and return on equity of greater than 15%. Issuersdecision-making process. The investment policy for the fund is an actively managed in the MSCI ESG Index that do not meet the those criteria are discarded, and thefund which includes the promotion of ESG characteristics. As part of the resulting portfolio is then adjusted to 50 stocks from the MSCI ESG Index by taking management process, the portfolio managers periodically review third-party risk the issuers with the lowest combined three- and 12-month volatility and applying theratings of the portfolio securities to ensure that it continues to promote ESG following concentration limits: country weighting in the Fund’s portfolio must be characteristics during the periods between the dates when the index is reconstituted. within percentage points of the country weight in the MSCI ESG Index, and sectorInformation on the Manager’s approach to Sustainability Risks is also available at concentration is limited to 30%.www.ftglobalportfolios.com/Content/ESG_CONSIDERATIONS andwww.ftglobalportfolios.com/Content/UCITS_REMUNERATION_POLICY. In the event that the application of the capital strength methodology results in fewer than 50 stocks, then the securities that had the highest return on equity that initiallyFor more information about the investment policy, see “Investment Policy” in the failed that criterion but passed the debt to market capitalisation ratio and cash and Fund’s section on supplement available at www.ftglobalportfolios.com. short-term investments constraints are added back to the eligible universe until there You may sell your shares usually on each business day (a day on which the London are 60 eligible securities. The top 50 securities are then selected based on theStock Exchange is open) by sending your request to the administrator. volatility criteria subject to the sector and country concentration limits. The 50 stocks Income is reinvested into the Fund for this share class. are then equally weighted. The investment manager screens the stocks in the MSCI ESG Index on a semi-annual basis using its “capital strength” methodology. As the Recommendation: this Fund may not be appropriate for investors who plan to fund is actively managed the investment manager reviews the current MSCI ESGwithdraw their money within the short term. Rating for each issuer in the fund’s portfolio on a weekly basis and issuers with a Risk and Reward Profile Because the fund has an investment objective including ESG related investment 12 34 5 67criteria and promotes ESG characteristics, any investor must be able to accept Lower risk Higher risk temporary capital losses due to the potentially restricted number of companies that the fund can invest in due to those ESG criteria and, consequently, should view Potentially lower reward Potentially higher reward investment in the fund as a long-term investment. The fund will seek to exclude holdings deemed inconsistent with its ESG criteria. As a result, the universe of The risk category is based on simulated and historical data and may not be a reliable investments available to the fund will be more limited than other funds that do not indicator of the future risk profile of the Fund. The risk category shown is notapply such criteria. The fund will be precluded from purchasing, or required to sell, guaranteed and may change over time.certain investments that otherwise meet its objective and strategy and that might The indicator is designed to help investors understand the uncertainties for both loss otherwise be advantageous to hold. The application of the ESG criteria could result and for growth that may affect their investment. The lowest category does not mean in performance that is better or worse than the performance of the other funds in that the investment is risk free. the umbrella, depending on the performance of the excluded investments and the investments included in place of such excluded investments. The Fund is ranked at 6 because funds of this type have experienced high rises and falls in value in the past. The following risks are materially relevant to the Fund which may not beSee also the description of the risks applicable to the Fund in “Risk Factors” in the adequately captured by the indicator: Fund's Prospectus and supplement thereto. The Fund may not achieve its investment objective and the value of shares in the Fund may fall. This key investor information is accurate as at 18th February 2025. This fund is authorised in Ireland and regulated by the Central Bank of Ireland. 1 (2) The Manager is authorised in Ireland and regulated by the Central Bank of Ireland. First Trust Global Capital Strength ESG Leaders UCITS ETF Charges The charges you pay are used to pay the costs of running the fund, including the costs of marketing and distributing it. These charges reduce the potential growth of your investment. One-off charges taken before or after you invest Any entry and exit charges shown are maximum figures, and in some cases investors may pay less. You can find out the actual charges from your financialEntry chargeNone* adviser or distributor.Exit charge None* A switching charge of up to 3% may be payable for switching shares (except This is the maximum that might be taken out of your money before it is in the case of an entry/exit charge paid by the fund when buying or selling invested or before the proceeds of your investments are paid out. units in another sub-fund). In the event that the Fund’s operational expenses exceed the stated ongoing Charges taken from the fund over a year charges figure of 0.75%, the investment Manager shall discharge any excessOngoing charges 0.75% out of its own assets. Charges taken from the fund under certain specific conditions The ongoing charges figure is based on the fund’s annual management fee, whereby the Investment Manager shall be responsible for the fund’s Performance fee None operational expenses. For more information about charges, please see “Fees, Costs and Expenses” in the Prospectus. *Not applicable to secondary market investors. Investors dealing on a stock exchange will pay fees charged by their stock brokers. Such charges are publicly available on exchanges on which the shares are listed and traded, or can be obtained from stock brokers. *Authorised participants dealing directly with the fund will pay related transaction costs. Authorised participants switching between the fund and other funds within the Company will be subject to a switching fee of up to 3% of the Net Asset Value per share.Past Performance ▪ The fund was approved in 2021. ▪ Past performance is not a reliable guide to future performance. % Practical Information Depositary: The Bank of New York Mellon SA/NV, Dublin Branch Umbrella Fund: The fund is a sub-fund of the Company which is an umbrella Prospectus and Fund Information: Information about the umbrella First Trustfund with segregated liability between sub-funds. This means that the assets Global Funds plc, its sub-funds and available share classes, including the and liabilities of each sub-fund are segregated by law. Prospectus and the latest annual and semi-annual reports of the umbrella, Switching: Subject to the prior approval of the directors of the Company, you can be obtained in English and free of charge at www.ftglobalportfolios.com. may switch your investment into shares of another sub-fund of the Company. Share Prices/NAV: The share price is published daily and is available, along For further details please see the section “Conversion of Shares” in the fund’s with any indicative net asset value, online at www.ftglobalportfolios.com and Prospectus. A charge will be applied if you choose to switch (see above under on www.bloomberg.com. “Charges”). Tax Treatment: The fund is subject to tax laws and regulations in Ireland. ThisRemuneration Policy: Information on the current remuneration policy of the may have an impact on your personal tax position. Consequently, you should Company and the Manager, including a description of how remuneration seek independent advice from your tax adviser. and benefits are calculated and the identity of persons responsible forawarding the remuneration and benefits is available at Responsibility for Information: The Manager may be held liable solely on thehttps://www.ftglobalportfolios.com/Content/UCITS_REMUNERATION_POLIC basis of any statement contained in this document that is misleading,Y. A paper copy of the information is available free of charge upon request inaccurate or inconsistent with the relevant parts of the Prospectus for thefrom the Manager. Company. This key investor information is accurate as at 18th February 2025. This fund is authorised in Ireland and regulated by the Central Bank of Ireland.2 (2) The Manager is authorised in Ireland and regulated by the Central Bank of Ireland.