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How to balance risk and reward
The most important decision any investor can make is how to manage the risks of investing. Diversification can reduce risk but will not eliminate it. Investing in emerging markets involves a higher level of risk than investing in more established markets. While currency risk is present in any international investment, investments in emerging markets involve risks not typically associated with more established securities markets, including political and business risk. These risks are discussed thoroughly in the prospectus, which we urge you to read carefully. The Eastern European Fund is designed for those seeking a long-term investment who can weather periods of volatility. We suggest you use our ABC Investment Plan® to dollar-cost average your investment over time. Of course, no investment plan can guarantee a profit. However, a program of dollar-cost averaging can help reduce your average share cost in a volatile market.The ABC Investment Plan® eliminates second-guessing the market and can take the emotional sting out of investing. See page 11 for more information.Charlemagne Capital Ltd.: A specialist in emerging-market fund management
Charlemagne Capital Ltd. is a specialist in the emerging markets of Eastern Europe. Established in 1991 to
provide quality investment management and advisory
services to professional investors, it has extensive
experience in the markets of Asia and Eastern Europe.
Charlemagne Capital Ltd. serves as the sub-adviser
and portfolio manager of the Eastern European
Fund. Stefan Böttcher and Andrew Wiles lead the
investment team from their office in London. The team
first identifies those countries in Eastern Europe and
the former Soviet Union that they believe offer the greatest potential based on macroeconomic conditions. They
then select undervalued stocks that have the highest potential for growth.
The fund invests primarily in a diversified portfolio
of the common stocks of companies located in the
emerging markets of Eastern Europe. While the fund
may invest in any size company, it targets larger
capitalized companies relative to the size of their
local markets, which generally have local brand name
recognition in their industry.
Our Eastern European
Fund gives you all of
these shareholder
benefits:
You save money with a no-load investment
Investing in growth stocks on your own can be
very expensive. As an institutional investor, the fund can
negotiate lower commissions on its portfolio transactions.
Because our funds are no-load, you never pay
loads or sales charges. Please read the prospectus,
which includes charges and ongoing expenses, carefully
before investing.
Not part of prospectus
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