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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:
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Investing in a concentrated portfolio of growth companies with strong fundamentals located around the world trading at attractive valuations
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Emphasizing businesses with a strong track record and sustainable growth trajectories to reduce volatility
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Employing rigorous bottom-up research to selectively invest in high-conviction ideas while managing risk
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Portfolio's prospectus
- Allocation risk
- Derivatives risk
- Emerging-markets risk
- Equity securities risk
- Focused portfolio risk
- OTC derivatives counterparty risk
- Real estate investment trust (REIT) risk