UCITS ETF mapping

PRTNX UCITS alternative: CSPX

European investors who cannot buy PRTNX directly can use CSPX as BestFolio's approximate match UCITS substitute, with ISIN IE00B5BMR087.

US to UCITS mapping

US ticker
PRTNX

Original US-listed ETF ticker used in strategy rules and backtests.

UCITS ticker
CSPX

iShares Core S&P 500 UCITS ETF

ISIN
IE00B5BMR087

Universal identifier to search at European brokers.

Confidence
Approximate match

CSPX gives similar asset-class exposure, but it is not a like-for-like index match.

What is CSPX?

CSPX is iShares Core S&P 500 UCITS ETF, a UCITS-compliant ETF that BestFolio uses when translating PRTNX into a European-broker-friendly allocation. UCITS funds are designed for EU and UK retail access and carry the required investor documents that US-listed ETFs usually lack.

T. Rowe Price Capital Appreciation fund. Balanced growth - use S&P 500 as equity proxy. The source ticker has 1x exposure and the UCITS substitute has 1x exposure, so BestFolio can flag leverage differences during allocation translation.

Where PRTNX is used on BestFolio

PRTNX is in the UCITS translation table, but no currently published strategy universe lists it directly.

This page still exists because the UCITS table also supports imported portfolios, fallback ticker coverage, and future strategy additions. If PRTNX appears in an allocation, BestFolio can translate it to CSPX.

Build the full UCITS version of a TAA strategy

This ticker page is one building block. The hub shows complete tactical asset allocation strategies whose sleeves can be translated for European brokers.

Disclaimer: BestFolio is an informational tool only and does not provide investment advice, recommendations, or solicitations to buy or sell securities. All strategy signals, backtests, and performance metrics are provided for educational and research purposes. Past performance is not indicative of future results. You are solely responsible for your own investment decisions. BestFolio is not a registered investment advisor, broker-dealer, or financial planner. Always consult a qualified financial professional before making investment decisions.

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