Catholic Responsible Investments International Equity Fund Institutional Shares (CRLSX)

Overview

The fund operates as a diversified equity portfolio focusing on long-term capital appreciation, emphasizing investments in well-established companies outside the USA. These investments are targeted in regions included in the MSCI All Country World Ex-USA Index, recognized for their potential for above-average market appreciation. By allocating at least 80% of its net assets (plus borrowings for investment purposes) into equity securities of these well-established companies, the fund seeks to maximize returns for investors by leveraging the growth potential in international markets.

Products and Services

The fund offers a range of investment products focused on achieving long-term capital appreciation through equity securities. These services are designed to cater to investors seeking diversified international exposure and above-average market appreciation potential.

• Equity Securities of Well-established Companies: The core of the fund's investment strategy revolves around equity securities of well-established companies located in various countries around the world, excluding the USA. These investments aim to leverage the growth potential of these companies, which are believed to have strong foundations and the capability for higher-than-average market growth.
• Diversification across the MSCI All Country World Ex-USA Index: To mitigate risk and maximize potential returns, the fund diversifies its investments across a broad array of sectors and geographies included in the MSCI All Country World Ex-USA Index. This strategy ensures that the fund's portfolio encompasses a wide range of economic segments and markets, offering investors exposure to the dynamic performance of well-established companies on a global scale.