Fund Description

The fund invests at least 80% of its net assets in equity securities or instruments with similar economic characteristics, primarily focusing on common stocks, but also including preferred stocks, warrants, convertible securities, ADRs, GDRs, and REITs. The investment manager allocates a minimum of 65% of net assets to equity securities of issuers in countries represented in the MSCI ACWI ex USA Index, emphasizing large and midcap companies. The fund aims for diversification across multiple foreign countries, potentially including significant investments in emerging markets. It may utilize fundamental and quantitative research for security selection, and leverage derivatives for efficient market exposure and risk management strategies.