From: Morningstar by Shao Xing
Compiler: Fund China

Recently in the United States market, global equity funds received increasing attention. especially in the economic globalization is increasingly deepening of the environment, investment opportunities triggered the mobility of the asset portfolio management to be more flexible arguments.

We found that some focus on investing in the local community in the United States funds, including Evergreen, Royce, Tweedy Browne Fund and the Fund have recently changed their recruitment, allow more investment of the assets in the United States other than the State of the stock. Other funds, such as the Franklin original series with the Common Fund for a certain degree of autonomy, Today they have grown their share of foreign investment limits. Some categories of funds, as the rapid growth financial and technology sector funds in the past 10 years on foreign stock holdings have risen sharply.

However, in recent years the international market performance so good but investors should arouse vigilance Overseas investment in stocks should be extra careful. However, the long-term, consider investing in global equity funds with a certain sense, especially those from the international research platform for regional and structural open thinking investors for the products. We now introduce you to two analysts optimistic about the popularity of the global equity funds.

Calamos Global Equity Fund

Calamos of the latest products in the near future may become the most attractive one fund. This fund management team and the company’s other funds and independent accounts the same. These funds and independent accounts in the United States to cover local, international and global investment objectives, Most of them show a good performance.

Calamos Global Equity Growth-based investment concepts, using different methods to invest in those cash rich, high rate of growth and stable companies. Its fund family in the unique characteristics of its global investment more flexibility, and it is a micro-fund — only 50 million U.S. dollars of assets.

Calamos Global Equity this stage, about 40% of the assets invested in foreign securities, However, it will allow 100% of the assets are invested in overseas. Analysts believe that under such circumstances the fund’s asset size is a great edge. especially in light of the company’s stock at inflated prices on the success, it is all the more important.

Indeed, Calamos website the latest figures show stocks mostly middle shares. In addition, this fund can invest up to 20% of assets in convertible bonds. Calamos companies in this field with the experts so that we expect the flexibility of the Fund will bring more advantages Potential. In small capitalization market, the smaller funds chassis convertible bonds can be run better.

Although we are very interested in this fund, but it also raises two concerns of risk. First and the most important point : the growth of radical investment will be made in the sluggish market environment into trouble. This Calamos investment under the overall growth in overseas stocks Calamos Interaction Growth al evident from the experience of the fund in the spring of 2006 the global market dropping damaged.

Secondly, the Calamos Global Equity high cost. Although the costs as assets decreased with the increase, just as Calamos International Growth and the company’s other funds, But so far, and other cheaper products than The high cost to the Calamos Global Equity had a negative impact.

Marsico Global Fund

This fund from the primary features in its rates. Marsico Capital Management to be capped 0.75%. sweeten this fund and an appropriate allocation strategy Marsico Capital Fund with flexibility as the most economical investment products one of the goods. Indeed, it is now the cheapest of the global stock-fund one.

Of course, the excitement of the low rate of underlying clarity from the budget. The fund management team from Keruijier Warren, Tom Marsico and Jim Kindermann composition. Tom Marsico has selected Marsico fund management and Marsico Growth Fund. previously working in the Janus fund companies that have outstanding long-term performance. And Jierkelishi and Kim Lindemann also in the management Marsico 21st Century Fund and the Marsico International Opportunities Fund seven years there have been a brilliant performance.

In my opinion, Marsico Capital Management, with a more flexible approach to global investment stock-based Global Fund extraordinary significance . The company has a small research team, the long-term follow-up analysis of the United States and the international stock market, to support the company issued products. In the past, it used a flexible growth investment, that the investment in growth-stock at the same time to join some of the traditional value-type stocks. The company is now the major investment of funds in the United States, overseas investment has reached some 15% level.

Marsico Global Fund to the September 2007 release of its asset portfolio, but it can be expected that the it and its funds issued by the corporation, the other foundations have many things in common. Marsico company committed to shrinking asset portfolio to a lesser extent, only a few stocks, with a view to securing higher returns.

Copyright Fund China 2009.

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