iMGP Global Core Equity I USD Acc

The objective of this fund is to provide its investors with long-term appreciation of their capital through a broadly diversified portfolio of investments in equity securities and similar instruments. The fund may invest flexibly in companies of all market capitalization, sizes, sectors, and countries, including emerging markets.

The fund is exposed to a global equity market with a top-down, macro-driven investment process that favors certain global equity market segments over others at different times. The fund seeks to identify areas with potential overlooked investment opportunities based on macroeconomic analysis and a range of quantitative indicators. The fund is actively managed, and security selection is based on macroeconomic analysis and assessment of various indicators to achieve desired market exposures while managing risks.

The fund's risk/return profile is categorized as lower risk (typically lower rewards) with a SRRI rating of 3. The main risk associated with the fund is the market's myopic focus on large-cap growth names, which may overlook potential investment opportunities in other areas of the market.

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