Blue Current Global Dividend Fund Institutional Class (BCGDX)

Overview

Under normal circumstances, the fund is designed to attract investors seeking income through dividends by committing at least 80% of its net assets into equity securities that have disbursed dividends in the preceding 12 months or are expected by the Adviser to do so within the 12 months following the fund's acquisition of the security. This fund distinguishes itself with a diversified investment portfolio that not only spans across industries but also globally, as it invests in a minimum of three different countries including the United States, ensuring a broad exposure to various economic sectors and geographical areas. With a strategic requirement to allocate at least 40% of its assets in foreign securities, the fund provides an avenue for investors looking to gain international exposure and potentially benefit from the growth of foreign markets alongside the U.S. market.

Products and Services

• Equity Securities Investment:

  The core offering involves putting capital into equity securities of companies that have a track record of paying dividends or are expected to pay dividends within the upcoming year. This strategy primarily targets generating income through dividends, catering to income-focused investors.

• Global Diversification:

  The fund's investment strategy is specifically designed to minimize risks associated with market volatility by investing across at least three different countries. With the mandate that one of these countries must be the United States, the fund ensures a significant presence in a major market while also exploring growth opportunities in foreign markets. This global diversification helps in spreading the investment risk and potentially capturing gains from different economies.

• Foreign Securities Investment:

  Allocating a minimum of 40% of its assets in foreign securities, the fund offers investors an accessible path to international markets. This not only enhances the fund's diversification but also allows investors to partake in the potential growth of companies outside their home country, thereby potentially increasing returns through exposure to fast-growing international markets.