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 global investment opportunities
through countries such as the U.S., Canada, nations of Western
Europe, South America, Australia, Africa and Asia, with limited
potential investments in emerging markets
- Is managed with a focus on long-term consistency and
repeatability
- Targets being fully invested in securities, with minimal
cash
Portfolio characteristics
- Focuses on large companies that operate primarily in developed
rather than emerging markets, and includes the U.S.
- 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 World
Index weight; no more than 20% emerging markets exposure
- No currency hedging
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