Transamerica International Equity I3 (TRWTX)

Overview

This fund is designed to cater to investors looking for exposure to foreign markets, emphasizing equity investments in companies outside the United States. By allocating at least 80% of its net assets—alongside any borrowings intended for investment purposes—into equities of foreign firms across a minimum of three countries, it offers a diversified international investment portfolio. The management approach focuses on identifying undervalued established companies and markets, prioritizing developed markets while allowing for a strategic allocation of up to 10% in emerging market securities. This strategy aims to tap into the growth potential of foreign markets while seeking to mitigate risk through diversification and selective investment.

Products and Services

• Equity Securities of Foreign Companies

  The fund invests primarily in equity securities of established foreign companies, targeting those believed to be undervalued. This includes a broad selection of stocks across various sectors and industries, providing exposure to the economic growth and performance of countries outside the United States.

• Investments in Developed Markets

  A significant portion of the fund’s assets are dedicated to companies domiciled in developed markets. This focus on more stable and mature economies is aimed at investors seeking to benefit from the lower volatility and established regulatory environments of these regions.

• Strategic Exposure to Emerging Markets

  Up to 10% of the fund’s assets may be allocated to securities of companies in emerging markets. This component offers potential for higher returns through investments in countries with fast-growing economies, while the relatively small allocation limits the risk exposure inherent to these volatile markets.