GuideMark World ex-US Fund Service Shares (GMWEX)

Overview

The described fund is a focused investment vehicle that primarily channels its resources into equity securities from companies located outside the United States. Emphasizing investments in developed countries, the fund adheres to a strategic investment threshold, ensuring that at least 80% of its assets are allocated towards equities. For classifying countries as developed, it relies on the criteria set by the MSCI World ex-USA Index. As part of its diversified investment approach, the fund commits to involve its assets in a minimum of three countries, ensuring a spread across various geographical locations beyond the U.S. This investment strategy showcases the fund's pursuit of leveraging international market dynamics and the potential growth opportunities they offer.

Products and Services

• Equity Securities Investments:

  The cornerstone of the fund's investments, focusing primarily on stocks and equivalents incorporated or traded outside the United States. By dedicating at least 80% of its assets to this category, the fund targets capital growth through equity market participation in developed countries.

• Developed Countries Market Focus:

  The fund invests in securities of companies based in countries classified as developed by the MSCI World ex-USA Index. This approach ensures investments are made in more stable and mature markets, potentially offering lower risk and steady growth opportunities.

• Global Diversification:

  Adhering to a policy of investing in a minimum of three countries beyond the United States, the fund ensures a diversified portfolio. This global diversification is aimed at mitigating regional risks and capitalizing on growth opportunities across different markets.