The investment seeks long-term capital appreciation.
The fund invests primarily in the common and preferred stocks of non-U.S. small-cap to mid-cap companies. It will primarily hold stocks of companies in developed countries but as an internationally diversified fund, it may invest in any geographic region of the world.It may invest up to 20% of assets in securities of issuers in emerging market countries. It normally invests no more than 10% of net assets in U.S. companies.
Fund filings (PDF) »
Asset managers:
Sophie Horsfall (Started: May 31, 2007)
Terry Coles (Started: May 31, 2007)
Giles Money (Started: Jan 31, 2009)
Jeremy Tigue (Started: May 31, 2007)
# Contact ?>
4550 Montgomery Ave, Ste 1000n, Bethesda MD 20801, United States