First Eagle Global Real Assets Fund Class R6 (FERRX)

Overview

The fund is focused on investments in real assets and industries tied to real assets, aiming at providing investors with an opportunity to participate in investments that are generally recognized as stores of value. Real assets are comprised of physical assets and other assets that maintain their value over time. The fund's strategy involves allocating a significant portion of its assets towards investments that its adviser believes represent interests in real assets, ensuring a minimum investment of 80% of its net assets in these types of assets. This strategy is intended to offer investors exposure to the potential inflation-hedging and diversification benefits associated with real asset investments.

Products and Services

• Gold Bullion and Precious Metals

Among the real assets in which the fund invests, gold bullion and other precious metals stand out as traditional stores of value. These investments offer potential protection against inflation and currency devaluation, making them a cornerstone of the fund’s approach to asset allocation.

• Certain Commodities

The fund includes investments in certain commodities, which may cover a broad spectrum from agricultural products to energy resources. Commodities are tangible assets that can act as a hedge against inflation, as their prices often move in opposition to the value of fiat currencies. This diversification into commodities is intended to contribute to the fund’s performance, especially in various economic conditions.

• Inflation-Linked Fixed Income Securities

In addition to physical assets and commodities, the fund invests in inflation-linked fixed income securities. These securities are designed to protect against inflation because their principal value adjusts in line with inflation rates. This provides the fund with a component that is responsive to changes in inflation, offering a measure of protection to the investment's value.