Transamerica International Equity R4 (TRWFX)

Overview

The mentioned fund is an investment entity that focuses on channeling its assets into the equity securities of foreign companies, aiming to build a diversified portfolio across various countries outside the United States. It strategically targets at least 80% of its net assets, including any borrowings for investment purposes, towards companies based in at least three different countries, excluding the US. The fund is managed with an inclination towards established companies within individual foreign markets, particularly those that are perceived as undervalued by the fund’s sub-adviser. While the primary focus is on entities in developed markets, there is a provision to allocate up to 10% of its assets to companies within emerging countries, thus introducing a blend of growth potential and stability into the investment strategy.

Products and Services

• Equity Securities of Foreign Companies

  The fund invests predominantly in equity securities of foreign companies, aiming to tap into the growth potential of markets outside the United States. This involves a strategic allocation of funds towards shares and stocks of companies that are established yet possibly undervalued in their respective markets. The objective is to leverage the economic dynamics and sectoral strengths of different countries, thereby offering investors exposure to international growth opportunities.

• Investment in Developed Markets

  A significant portion of the fund's investments is directed toward companies domiciled in developed markets. This strategy is based on the belief that established markets offer a mix of stability, reliability, and potential growth, which can be beneficial for investors seeking to minimize their risk while still capitalizing on global economic trends. Developed markets are typically characterized by more stable political and economic environments, comprehensive regulatory frameworks, and higher levels of liquidity, all of which contribute to the attractiveness of this investment focus.

• Allocation to Emerging Countries

  Up to 10% of the fund’s assets may be allocated to securities of companies in emerging countries. This segment of the fund’s portfolio is targeted at exploiting the higher growth rates often seen in emerging markets, alongside the opportunity for significant returns on investment. Investing in emerging countries comes with a higher risk profile due to the potential for political instability, economic volatility, and lower liquidity. However, when carefully selected, these investments can offer diversification benefits and contribute to the overall performance of the fund.