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 in
smaller companies operating in 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 smaller 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 Citigroup EMI
World Index weight; no more than 20% emerging markets exposure
- No currency hedging
|
HOME
