Amer Beacon Ninety One Global Fund R6 (ZGFRX)

Overview

The fund described focuses on investing in common stocks of large capitalization companies that possess unique and superior qualities, leading to enduring competitive advantages and powerful global brands or franchises. This investment strategy is predicated on the belief that such companies are well-positioned for long-term value creation. The Adviser’s approach includes a global perspective, as the fund commits to investing in at least three different countries, including the United States. A significant portion, at least 40%, of the fund's total assets is allocated to securities of non-U.S. companies. This strategy underscores the fund’s intent to diversify its investments internationally, albeit it is classified as non-diversified, focusing on a limited number of companies that meet its stringent criteria for investment. The fund’s global and selective investment approach aims at identifying and capitalizing on rare and exceptional opportunities in the international market.

Products and Services

• Investment in Common Stocks of Large Capitalization Companies

  The fund primarily invests in common stocks of large capitalization companies that demonstrate rare and exceptional qualities, with enduring competitive advantages and robust global brands or franchises. This selective investment strategy targets companies believed to sustain long-term growth and profitability, reflecting the fund’s focus on quality over quantity.

• Global Investment Approach

  Reflecting a broad investment horizon, the fund invests in at least three countries, including the U.S. This global approach ensures exposure to various markets and economies, aiming to capitalize on diverse investment opportunities worldwide. The international dimension of the fund’s investment strategy is designed to capture growth beyond domestic markets, recognizing the value and potential of non-U.S. companies in the global economy.

• Non-U.S. Company Investments

  In adherence to its global strategy, the fund commits at least 40% of its total assets to securities of non-U.S. companies. This significant allocation underlines the fund's belief in the potential of international markets and its commitment to diversifying its investment portfolio across different regions and economies. The focus on non-U.S. companies allows the fund to benefit from global growth trends, market expansions, and the dynamism of emerging and established markets outside the United States.

• Non-Diversified Status

  Despite its global reach and international investments, the fund maintains a non-diversified status, concentrating its investments in a relatively small number of companies that meet its strict criteria for exceptional quality and enduring competitive advantage. This concentration strategy enables the fund to make significant investments in its chosen companies, potentially leading to higher returns, albeit with a possibly higher level of risk compared to diversified funds.