Description

This fund's main goal is to generate significant capital growth over an extended period. It commits at least 80% of its total holdings to the stock of small-sized companies. The portfolio is diversified across businesses located in a minimum of three countries, potentially including the United States, and can allocate more than 25% of its total capital to a single nation. Furthermore, up to 10% of its overall assets may be invested in equities from emerging markets. The manager classifies these small-capitalization firms as those whose market value, at the time of purchase, aligns with the range of the S&P Developed SmallCap Index.