Sands Capital Global Growth Fund Investor Shares (SCGVX)

Overview

The investment fund is designed to seek long-term capital appreciation by primarily investing in equity securities of publicly-traded companies around the globe. This includes investments in both developed and emerging markets, emphasizing a diversified global approach. In pursuit of its investment objectives, the fund operates with the flexibility to invest in a wide range of equities across different countries, including a substantial commitment to non-U.S. companies. This global investment strategy aims to tap into the potential for growth in various markets around the world, while seeking to manage risks associated with international investing.

Products and Services

The fund offers a range of investment services designed to cater to the needs of investors looking for global market exposure and long-term capital growth. Below are the key products and services provided:

• Equity Securities Investment - The fund primarily invests in equity securities of publicly-traded companies located globally. This includes stocks of companies in both developed and emerging markets, enabling investors to diversify their investments across different economic regions and sectors.
• Global Investment Strategy - With the aim of long-term capital appreciation, the fund employs a global investment strategy. It is committed to investing in at least three countries, including the United States, ensuring a broad international exposure. This strategy aims to leverage the growth potential in various markets while maintaining a balanced and diversified investment portfolio.
• Non-U.S. Company Investment - In alignment with its global focus, the fund invests at least 40% of its net assets, plus the amount of any borrowings for investment purposes, in non-U.S. companies. This threshold may position the fund to capitalize on the opportunities in international markets, beyond the domestic confines of the United States.