NYLI PineStone Global Equity Fund Class C (FCGYX)

Overview

The fund operates under the management of its subadvisor, focusing on achieving its investment objective by carefully selecting a portfolio of global equities. This investment approach encompasses both well-established and emerging markets, demonstrating a broad scope in its investment strategy. The fund predominantly seeks to invest in companies with a market capitalization exceeding $1 billion, indicating a preference for investing in more substantial, potentially more stable entities. This preference, however, does not preclude the fund from considering investments in issuers of any size, providing flexibility in its investment choices to adapt to changing market conditions and opportunities.

Products and Services

The fund offers a focused investment product that is characterized by its global reach and strategic investment choices:

• Global Equities Investment - The fund's strategy revolves around investing in a diversified portfolio of global equities. This encompasses a broad range of sectors and geographies, including emerging markets, which are selected based on strategic assessments of their potential to achieve the fund's investment objectives.
• Emerging Markets Exposure - By including companies in emerging markets within its investment portfolio, the fund aims to capitalize on the growth potential these markets can offer. This approach provides investors with exposure to regions that could yield higher returns compared to more developed markets, albeit with potentially higher risks.
• Flexible Market Capitalization Focus - While the fund generally targets issuers with a market capitalization of over $1 billion, indicating a bias towards more substantial companies, it maintains the flexibility to invest in issuers of any size. This allows the fund to exploit opportunities across the entire market capitalization spectrum, from large-cap to small-cap issuers, depending on where the most promising investment prospects are identified.