The fund may also invest any portion of its assets in securities of Canadian issuers and up to 20 % of its assets in securities of other foreign issuers,
including emerging markets securities.
The fund combines a portfolio of domestic and foreign equity securities,
including emerging markets securities, with the use of alternative investment strategies to provide growth with lower volatility.
Not exact matches
The Australian
Securities Exchange has confirmed plans to toughen its listing requirements to maintain the integrity of the
market,
including changes that will address what it says are
emerging issues with backdoor listings.
These funds invest in
securities issued by companies from around the world,
including those based in
emerging markets.
Our team of credit professionals deliver sales and trading capabilities across a wide range of fixed income asset classes
including high yield, distressed and investment grade bonds, convertible bonds, public and private corporate
securities, leveraged loans and
emerging market debt.
The Fund invests mainly in equity and equity - related
securities of companies around the world,
including emerging markets.
The fund focuses on US corporate bonds, convertible
securities, foreign debt instruments (
including those in
emerging markets) and US government
securities
When
market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in
securities outside of the U.S. fixed - income
market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt
securities,
including debt issued by governments of
emerging market countries.
Additional risks may be associated with
emerging -
market securities,
including illiquidity and volatility.
Additional risks may be associated with
emerging -
market securities,
including illiquidity and volatility.
The strategy typically invests in 35 — 45
securities of companies domiciled in countries
included in the MSCI
Emerging Markets Index with over $ 3 billion in
market cap.
Typically invests in 40 - 70
securities of non-US companies,
including those from
emerging markets, with a
market capitalization generally of $ 5 billion or greater.
Additional risks may be associated with
emerging market securities,
including illiquidity and volatility.
The fund may invest up to 65 % of its assets in equity and debt
securities of foreign issuers,
including those in
emerging markets.
These funds invest across a diverse range of fixed income sectors,
including high yield
securities, U.S. Government and investment - grade
securities,
emerging market securities and foreign developed
market debt.
The fund invests, under normal circumstances, at least 80 % of its net assets plus any borrowings for investment purposes (measured at the time of purchase)(«Net Assets») in sovereign and corporate debt
securities of issuers in
emerging market countries, denominated in the local currency of such
emerging market countries, and other instruments,
including credit linked notes and other investments, with similar economic exposures.
Normally at least 80 % of the fund's assets will be invested in equity
securities of domestic and foreign companies (
including those located in
emerging markets) principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds.
Investing in
emerging markets may involve greater risks than investing in developed countries,
including the possibility of industry concentration, nationalization, taxes and transaction costs, lower trading volumes, and less liquid
securities, resulting in higher volatility.
Some of those risks
include general economic risk, geopolitical risk, commodity - price volatility, counterparty and settlement risk, currency risk, derivatives risk,
emerging markets risk, foreign
securities risk, high - yield bond exposure, noninvestment - grade bond exposure commonly known as «junk bonds,» index investing risk, industry concentration risk, leveraging risk,
market risk, prepayment risk, liquidity risk, real estate investment risk, sector risk, short sales risk, temporary defensive positions, and large cash positions.
The Funds are subject to the same risks as the underlying funds and exchange - traded funds in which they invest
including the risks associated with small companies, foreign
securities,
emerging market, debt
securities, lower - rated and non-rated
securities, sector emphasis, short sales and derivatives.
Columbia Threadneedle Investments has launched the Columbia Overseas Core Fund (COSAX), an international equity fund that seeks long - term capital appreciation through active investments in value and growth equity
securities of non-US issuers,
including those in
emerging markets.»
Investments in international and
emerging markets securities and ADRs
include exposure to risks
including currency fluctuations, foreign taxes and regulations, and the potential for illiquid
markets and political instability.
These
include global funds, which combine U.S. and international
securities; international funds, which purchase only non-U.S.
securities; and
emerging markets funds, which can be highly volatile and less liquid.
International
securities included in the Index are U.S. - listed
securities of non-U.S. companies, some of which may be located in
emerging markets.
The investment objective of this fund is to generate long - term capital appreciation from a diversified portfolio of predominantly equity and equity - related
securities,
including equity derivatives, in the Indian
markets with the key theme focus being
emerging companies (small cap stocks).
The selection universe for the Index (the «SelectionUniverse»)
includes U.S. - listed fixed income ETFs advised by SSGA FM or its affiliates that are designed to target exposure to fixed income
securities,
including U.S. and non-U.S. developed and
emerging market bonds, treasury bonds, corporate bonds, high yield bonds, inflation - protected bonds, floating rate notes, first lien senior secured floating rate bank loans, U.S nonconvertible preferred stock and other preferred
securities, U.S. municipal bonds and U.S. convertible
securities.
May invest any portion of its assets in
securities of Canadian issuers and up to 20 % of assets in foreign
securities,
including emerging markets
So he recommends allocating funds across a range of fixed - income investments,
including emerging markets, high yield, investment grade, floating rate
securities, and global sovereign bonds.
These risks may be greater for investments in
emerging markets • Fixed income
security risks
include credit, liquidity, call, duration, and interest - rate risk.
Additional risks may also
include, but are not limited to, investments in foreign
securities, especially
emerging markets, real estate investment trusts (REITs), fixed income, small - capitalization
securities, and commodities.
Foreign
securities involve special risks,
including currency fluctuations (which may be significant over the short term) and economic and political uncertainties; investments in
emerging markets involve heightened risks related to the same factors.
Achieve long - term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada
including countries in Europe, the Far East and Asia and
emerging market countries, with some global exposure to fixed income
securities for diversification.
Additional risks of
emerging markets securities may
include: greater social, economic and political uncertainty and instability; more substantial governmental involvement in the economy; less governmental supervision and regulation; unavailability of currency hedging techniques; companies that are newly organized and small; differences in auditing and financial reporting standards, which may result in unavailability of material information about issuers; and less developed legal systems.
See the Investor Handbook for more information on Franklin Templeton 529 College Savings Plan,
including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can
include risks of convertible
securities; country, sector, region or industry focus; credit; derivative
securities; foreign
securities,
including currency exchange rates, political and economic developments, trading practices, availability of information, limited
markets and heightened risk in
emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated
securities; mortgage
securities and asset - backed
securities; restructuring and distressed companies;
securities lending; smaller and midsize companies; credit linked
securities, life settlement investments, and stocks.
Other Fund risks
included: allocation risk; derivative risk; early closing risk; Exchange Traded Note risk; liquidity risk,
market risk; trading risk; commodity risk; concentration risk; counterparty risk; credit risk;
emerging markets and foreign
securities risk; foreign currency risk; large -, mid - and small - cap stock risk.
The fund invests in the U.S. and abroad,
including emerging markets, and may purchase
securities of varying maturities issued by domestic and foreign corporations and governments.
In addition to the risks of investing in
emerging market country debt
securities, a fund's investment in government or government - related
securities of
emerging market countries and restructured debt instruments in
emerging markets are subject to special risks,
including the inability or unwillingness to repay principal and interest, requests to reschedule or restructure outstanding debt, and requests to extend additional loan amounts.
A «World Alternative Policy Scenario» — which for the first time
includes the developing world and
emerging market economies — considers what would happen if governments decided to act much more vigorously to combat environmental problems and reduce energy -
security risks.
Antitrust: Cartel Heather Tewksbury Molly Boast Perry Lange Steven Cherry Thomas Mueller Antitrust: Civil Litigation / Class Actions Daniel Volchok Leon Greenfield Mark Ford Seth Waxman Thomas Mueller Timothy Syrett Antitrust: Merger Control Hartmut Schneider Heather Tewksbury James Lowe Leon Greenfield Molly Boast Perry Lange Thomas Mueller Dispute Resolution: Appellate Catherine Carroll Danielle Spinelli Mark Fleming Paul Wolfson Seth Waxman Thomas Saunders William Lee Dispute Resolution: Corporate Investigations and White - Collar Criminal Defense Anjan Sahni Boyd Johnson Erin Sloane Howard Shapiro Jay Holtmeier Kimberly Parker Randall Lee Stephen Jonas Dispute Resolution: Financial Services: Litigation David Lesser Fraser Hunter Michael Gordon Peter Macdonald William McLucas Dispute Resolution: General Commercial Disputes David Ogden Howard Shapiro Joel Green John Butts Robert Cultice Dispute Resolution: International Arbitration James Carter John Pierce John Trenor Rachael Kent Dispute Resolution: International Trade Benjamin Powell Charlene Barshefsky David Ross Naboth van den Broek Patrick McLain Ronald Meltzer Robert Novick Sharon Cohen Levin Dispute Resolution:
Securities Litigation: Defense Andrea Robinson Christopher Davies Fraser Hunter John Batter Lori Martin Matthew Martens Michael Bongiorno Peter Kolovos Timothy Perla William McLucas Finance: Capital
Markets: Debt Offerings Brian Johnson Erika Robinson Finance: Capital
Markets: Equity Offerings Brian Johnson David Westenberg Erika Robinson Rosemary Reilly Stuart Falber Finance: Financial Services Regulation Daniel Kearney Franca Harris Gutierrez Reginald Brown Sharon Cohen Levin Government: Government Relations Jamie Gorelick Jonathan Yarowsky Ken Salazar Thomas Strickland Industry Focus: Energy: Regulatory: Conventional Power Andrew Spielman Mark Kalpin Rachel Jacobson Industry Focus: Healthcare: Life Sciences Amy Wigmore Belinda Juran Bruce Manheim Lia Der Marderosian Lisa Pirozzolo Robert Gunther Steven Singer Stuart Falber William Lee Intellectual Property: Patent Litigation: International Trade Commission Natalie Hanlon Leh William Lee Intellectual Property: Patent Litigation: Full Coverage Donald Steinberg Joseph Haag Lisa Pirozzolo Mark Selwyn Michael Summersgill William Lee Intellectual Property: Patents: Prosecution (
including re-examination and post-grant proceedings) Amy Wigmore Colleen Superko David Cavanaugh Donald Steinberg Jason Kipnis Monica Grewal Intellectual Property: Patents: Licensing David Cavanaugh Michael Bevilacqua Labor and Employment: Employee Benefits and Executive Compensation Amy Null Kimberly Wethly Scott Kilgore M&A / Corporate and Commercial: Commercial Deals and Contracts Belinda Juran Jeffrey Johnson Michael Bevilacqua Robert Finkel Steven Barrett Steven Singer M&A / Corporate and Commercial: Corporate Governance Erika Robinson Hal Leibowitz Jennifer Zepralka Jonathan Wolfman Knute Salhus Lillian Brown Meredith Cross Thomas White M&A / Corporate and Commercial: M&A: Middle -
Market ($ 500m - 999m) Christopher Rose Eric Hwang Hal Leibowitz Jay Bothwick Joseph Wyatt Mark Borden Mick Bain Stephanie Evans M&A / Corporate and Commercial: Venture Capital and
Emerging Companies Christopher Rose David Gammell Eric Hwang Mick Bain Peter Buckland Media, Technology and Telecoms: Cyber law Alejandro Mayorkas Benjamin Powell Reed Freeman Heather Zachary Media, Technology and Telecoms: Technology: Outsourcing Belinda Juran Michael Bevilacqua Robert Finkel Steven Barrett Media, Technology and Telecoms: Technology: Transactions Ashwin Gokhale Belinda Juran Michael Bevilacqua Jeffrey Johnson Steven Barrett Media, Technology and Telecoms: Telecoms and Broadcast: Regulatory Benjamin Powell Heather Zachary Jonathan Yarowsky Kelly Dunbar Reed Freeman Real Estate and Construction: Real Estate Doug Burton Keith Barnett Paul Jakubowski Sean Boulger William O'Reilly Tax: US Taxes: Non-Contentious Julie Hogan Rodgers Kimberly Wethly Richard Andersen Robert Burke William Caporizzo
Antitrust: Cartel Antitrust: Civil Litigation / Class Actions Antitrust: Merger Control Dispute Resolution: Corporate Investigations and White - Collar Criminal Defense Dispute Resolution: Financial Services: Litigation Dispute Resolution: General Commercial Disputes Dispute Resolution: International Arbitration Dispute Resolution: International Trade Dispute Resolution:
Securities Litigation: Defense Finance: Capital
Markets: Debt Offerings: Capital
Markets: Debt Offerings: Advice to Issuers Finance: Capital
Markets: Equity Offerings: Capital
Markets: Equity Offerings: Advice to Underwriters Finance: Financial Services Regulation Government: Government Relations Industry Focus: Energy Regulatory: Conventional Power Industry Focus: Healthcare: Life Sciences Intellectual Property: Patent Litigation: International Trade Commission Intellectual Property: Patent: Prosecution (
including reexamination and post-grant proceedings) Intellectual Property: Patents: Licensing Labor and Employment: Employee Benefits and Executive Compensation (Transactions) M&A / Corporate and Commercial: Corporate Governance M&A / Corporate and Commercial: Venture Capital and
Emerging Companies Media, Technology and Telecoms: Cyber Law (
including Data Protection and Privacy) Media, Technology and Telecoms: Cyber Law (
including Data Protection and Privacy), Data Breach Response Media, Technology and Telecoms: Outsourcing Media, Technology and Telecoms: Technology: Transactions Media, Technology and Telecoms: Telecoms and Broadcast: Regulatory Real Estate Tax: US taxes: Non-contentious
Audit experience and strengths
include Risk Management and Reporting, Commodities, FX,
Emerging Markets, OTC
Securities, Municipals, Real Estate, Derivatives, Mutual Funds, Treasury Activities, Regulatory Reporting, AML, Credit Lending, Regulatory and Financial Reporting and Sarbanes Oxley Compliance.