First Eagle Global Real Assets Fund Class A (FERAX)

Overview

The investment strategy emphasizes diversifying portfolios by investing primarily in various types of real assets and real asset industries. These investments are understood to constitute tangible and intrinsic value assets such as precious metals, selected commodities, and inflation-protected securities. This approach aims to safeguard against inflation and provide long-term growth by capitalizing on physical assets that are expected to maintain or increase in value over time. The fund operates with a substantial commitment, channeling at least 80% of its net assets, including any borrowed funds, into these asset categories. By focusing on real assets, the fund seeks to offer investors a hedge against inflation and a stable store of value, making it a potentially attractive option for those looking to preserve wealth in fluctuating economic conditions.

Products and Services

• Gold Bullion and Other Precious Metals

  An investment in gold bullion and other precious metals such as silver and platinum. These assets are traditionally viewed as safe havens during times of economic uncertainty and as a hedge against inflation. This product focuses on the direct ownership or related financial instruments that represent physical gold, silver, platinum, and palladium.

• Selected Commodities

  Investments are targeted towards a basket of commodities which may include, but are not limited to, oil, natural gas, agricultural products, and base metals. These commodities are chosen based on their potential to benefit from global economic growth, supply and demand imbalances, and inflationary pressures. The fund may invest directly in physical commodities or through derivatives and commodity-linked instruments.

• Inflation-Linked Fixed Income Securities

  This encompasses investments in fixed income securities that are designed to protect against inflation. These securities typically have their principal or interest payments adjusted based on inflation rates, such as Treasury Inflation-Protected Securities (TIPS) in the United States. This product aims to provide investors with a steady income stream that adjusts for inflation, preserving the purchasing power of their investment.