DMCY Profile
The Democracy International Fund is an actively managed investment vehicle that seeks to achieve its objectives by focusing on a globally diversified portfolio of equities. The fund's investment strategy begins with the Solactive GBS Global Markets ex United States Large & Mid Cap USD Index NTR, which serves as a foundational universe of companies. This index includes large and mid-cap stocks from developed and emerging markets outside the United States, providing a broad and representative base for the fund’s investments.
In constructing its portfolio, the fund's Adviser employs a representative sampling approach. This method involves selecting a subset of securities from the index that reflects its overall characteristics and performance while aiming to achieve similar risk and return profiles. By leveraging this strategy, the fund aims to efficiently capture the index’s performance and maintain diversification across various international markets and sectors.
The fund’s investment approach is designed to balance the pursuit of high returns with prudent risk management. It offers investors exposure to a wide range of global markets, excluding the United States, and targets companies with significant market capitalization. This diversification helps mitigate the risks associated with investing in a single market or region and provides a broad exposure to global economic trends.
Investors in the Democracy International Fund benefit from its strategic focus on international equities, which can enhance portfolio diversification and potentially reduce volatility through exposure to global economic cycles. The fund is suitable for investors looking to gain diversified access to major global markets while excluding U.S. stocks. However, investors should be aware of the inherent risks associated with international investing, including currency fluctuations and geopolitical factors.
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