Columbia Global Value Fund (CEVAX)

Overview

The fund described is a global investment fund that commits a significant portion of its assets to equity securities. It has a broad investment mandate that includes a minimum investment of 80% of its net assets in equity securities, emphasizing its dedication to this asset class. A distinctive aspect of this fund is its international focus, with at least 40% of its net assets allocated to investments in companies located outside the United States. This includes companies with principal places of business outside the U.S., companies that have their securities traded on non-U.S. exchanges, or that issue securities in the form of depositary receipts, and entities formed under the laws of non-U.S. countries, encompassing emerging markets. Additionally, the fund has the capacity to invest in foreign currencies, further highlighting its international investment approach. The fund’s strategy of diversifying its investments globally allows it to tap into various markets and sectors, offering potential growth opportunities and risk mitigation through geographic diversification.

Products and Services

• Equity Securities Investments

  This service involves the fund investing at least 80% of its net assets in equity securities, focusing primarily on stocks and similar investments. This core offering underscores the fund's commitment to generating returns through growth in the value of these securities over time.

• Global Investment Focus

  A minimum of 40% of the fund’s net assets are dedicated to international investments. This includes companies operating mainly outside the U.S., those traded on non-U.S. exchanges, or those issuing depositary receipts. By doing so, the fund aims to benefit from the growth potential in various regions and industries worldwide, including emerging markets.

• Investment in Depositary Receipts and Foreign Currencies

  In addition to direct investments in non-U.S. companies, the fund may invest in depositary receipts, which are tradable instruments representing a foreign company's publicly traded securities. This allows easier access to foreign markets. The fund’s capability to invest in foreign currencies can also provide additional diversification and exposure to currency movements, which can influence returns.

• Emerging Markets Exposure

  The fund specifically includes companies from emerging markets within its investment universe. Emerging markets can offer higher growth potential due to their economies and markets being in earlier stages of development compared to more established markets. However, these markets also pose higher risks due to potentially greater political, economic, and currency stability issues.