Global Equity Portfolio HLMGX - Overview
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Best Fund for Three-Year Risk-Adjusted Performance |
Investment Objective
The Global Equity Portfolio (the "Portfolio") seeks long-term capital appreciation through investments in equity securities of companies based both inside and outside the United States.
- Liquid, global equity universe
- Includes both developed and emerging markets
- Emphasis on globally-competitive companies
- Risks are managed through careful diversification across geographies, sectors, industries, currencies and size
- Low portfolio turnover
Past performance does not guarantee future results.
The Portfolio invests in foreign securities, which will involve greater volatility and political, economic, and currency risks and differences in accounting methods. It also invests in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Portfolio in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities.
Diversification does not guarantee a profit or prevent a loss in a declining market.
A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a three, five or ten-year period. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper Analytical Services, Inc. is an independent mutual fund research and rating service. © 2009, All Rights Reserved
The Harding Loevner Funds are distributed by Quasar Distributors, LLC.