Strategy

Seeks long-term growth of capital by: 

  • Investing in a portfolio of global equity securities that offer compelling long-term return potential 

  • Combining complementary, high-conviction value and growth strategies that focus on developed markets with the flexibility to invest in emerging markets 

  • Managing style risk by systematically rebalancing the Portfolio 

Portfolio Management Team




Investment Risks to Consider

These and other risks are described in the Fund’s prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Allocation risk
  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk


Fund Literature