Causeway Emerging Markets Fund Investor Class (CEMVX)

Overview

This financial entity is focused on investing primarily in a diversified portfolio of equity securities and other financial instruments tied to emerging markets. By allocating at least 80% of its total assets in equity securities of companies within these less developed regions, the fund seeks to provide exposure to the growth potential of emerging markets. This includes investing in common stocks, preferred and preference stocks, depositary receipts, and other equity-linked instruments. Additionally, it maintains the flexibility to invest up to 10% of its total assets in companies within even less developed emerging markets not listed in the Emerging Markets (EM) Index, thereby potentially enhancing its reach and impact on the growth sectors within the global economy.

Products and Services

• Common Stock

  Shares of common stock represent ownership in companies from emerging markets, offering investors proportional rights to dividends and the opportunity to benefit from capital gains.

• Preferred and Preference Stock

  These types of stocks provide a higher claim on assets and earnings than common stock, often coming with fixed dividend payments. Preferred and preference stocks are chosen for their potential to offer stable returns, albeit with different rights and benefits.

• Depositary Receipts

  A financial instrument that represents shares of a foreign company's stock, making it easier to invest in non-domestic emerging market companies. Depositary receipts allow investors to diversify their portfolio internationally with reduced direct investment barriers.

• Participation Notes

  Participation notes are financial instruments that provide exposure to emerging market equities without the necessity of direct investment in the stock. They offer a way to gain from the stock's performance while mitigating some risks associated with direct ownership.

• Warrants or Other Equity-linked Notes

  These are options to buy a company's stock at a specified price before a certain date. Warrants and other equity-linked notes can magnify the investment's return but come with higher risk and volatility.

• Exchange-Traded Funds (ETFs) that Invest in Emerging Markets

  ETFs offer a way to invest in a basket of stocks or assets, with those focused on emerging markets providing diversified exposure to various countries, sectors, and companies within less developed regions. They are popular for their liquidity and lower fees compared to active fund management.