The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The fund manages assets with the help of two sub-advisers. The sub-advisers are Franklin Templeton Institutional, LLC, and JPMorgan Investment Management, Inc.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative tec More

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The fund manages assets with the help of two sub-advisers. The sub-advisers are Franklin Templeton Institutional, LLC, and JPMorgan Investment Management, Inc.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Franklin Templeton focuses on attractive companies offering higher expected revenue and earnings growth relative to peers.

JPMorgan generally focuses on companies demonstrating above average growth potential and that are also trading at reasonable valuations.

Next, the research team focuses on stocks and related securities, such as preferred stock, convertible securities and depositary receipts, of foreign issuers, including emerging markets.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund may from time to time, have significant investments in a particular sector or country, a small number of countries, or a particular geographic region; provided that it invests in at least three different countries.

According to the investment team, the issuer of a security is generally deemed to be economically tied to a particular country if the security is issued or guaranteed by the government of that country or any of its agencies, authorities or instrumentalities.

Also, the team considers if the issuer is organized under the laws of and maintains a principal office in that country.

Furthermore, the team considers an issuer that has its principal securities trading market in that country, or derives 50% or more of its total revenues from goods sold or services performed in that country.

Additionally, the team determines if the issuer has 50% or more of its assets in that country; or is included in an index which is representative of that country.