Swiss Value Equity Fund - B

The Swiss Value Equity Fund seeks long-term growth by primarily investing in high-quality Swiss companies and related equity securities. At least two-thirds of the fund’s assets are dedicated to shares and equity rights of publicly traded companies that are either headquartered in Switzerland, have most of their business operations in Switzerland despite being based elsewhere, or function as holding companies for Swiss-based businesses. Additionally, up to one-third of the portfolio may include other approved investments. The fund uses a value investing approach, selecting stocks based on fundamental analysis to identify those that are undervalued or fairly priced relative to their intrinsic value.