NYLI Epoch International Choice Fund (ICERX)

Overview

The fund represents a global investment strategy focused on aligning its portfolio primarily with equity securities of foreign issuers. It aims to diversify investments across various countries to maximize potential returns and mitigate risks associated with market fluctuations. By investing in a mix of countries with established economies and those considered as emerging markets, the fund seeks to leverage the growth potential in different geographical areas. The emphasis on conducting business in at least five countries outside the U.S. broadens its exposure and opportunities. Additionally, the strategy is to invest a significant portion of its assets directly into the equity of these foreign entities, along with employing exchange-traded funds (ETFs) as supplemental investment vehicles.

Products and Services

• Equity Securities of Foreign Issuers

  The fund predominantly invests in equity securities of companies located outside the United States. These include stocks in businesses that operate across various industries and geographical locations. The investment in foreign equities aims to capitalize on the growth opportunities presented by global markets, diversifying the investment risk and potentially yielding higher returns than domestic markets alone.

• Emerging Market Investments

  Part of the fund's strategy involves placing a portion of its assets in emerging market countries. These markets are selected based on the belief that they offer favorable opportunities for growth. Investing in emerging markets can involve higher volatility and risks but also offers the potential for significant returns. The fund seeks to mitigate these risks through careful selection and diversification.

• Exchange-Traded Funds (ETFs)

  The fund may also allocate investments into exchange-traded funds (ETFs) to achieve its investment objectives. ETFs provide additional diversification benefits and flexibility in investment. By including ETFs, the fund can efficiently gain exposure to a broad range of assets, sectors, or global markets, enhancing its ability to manage risk and pursue opportunities across different investment landscapes.