Who this Fund is designed for
Investors who are going to stay invested for at least 5 years
and seek a Fund that:
- Offers a wide breadth of investment opportunities in emerging
economies around the world including regions such as Asia, Latin
America, Europe and Africa
- Is managed with a focus on long-term consistency and
repeatability
- Targets being fully invested in securities with minimal
cash
Portfolio characteristics
- Focuses on companies that operate in emerging rather than
developed markets around the world
- On average, 35 - 85 holdings
- Holding period for stocks is typically 3 - 5 years
- Typical diversification at time of purchase: 5% maximum per
security; country and industry weightings generally do not exceed
the greater of (a) 20% of the fund or (b) 150% of the MSCI Emerging
Markets (EM) Index weight
- No currency hedging
|
HOME
