Global Leaders Fund

Investment Objective

Capital appreciation

Fund Characteristics

The Fund seeks to invest in companies around the world with above-average returns on equity, strong balance sheets and consistent, above-average earnings growth, resulting in a focused portfolio of leading companies.

Investment Approach

  • The Fund will seek securities of companies that historically have had and are expected to maintain superior growth, profitability and quality relative to local markets and relative to companies within the same industry worldwide
  • The Fund will seek investment opportunities in companies at different stages of development ranging from large, well-established companies to smaller companies at an earlier stage of development. The Fund may also invest in initial public offerings ("IPOs") and private placements.
  • The Fund's sector and geographic diversification will vary, based upon fundamental research, coupled with the ongoing evaluation of economic, market and political trends throughout the world.

Why Consider This Fund?

  • Seeks alpha by investing without constraints in William Blair’s highest conviction ideas
  • Focuses on high quality companies, emphasizing those with the strongest corporate performance that the team believes will be the long-term category winners
  • Applies comprehensive research systematically in a global peer context
  • The Fund is actively managed and is not constrained by a benchmark

Risks

  • The value of shares and any income from them can increase or decrease and an investor may not get back the amount originally invested
  • Where investments are made in currencies other than an investor's base currency, the value of those investments will be affected (favourably or unfavourably) by movements in exchange rates
  • Equity securities may decrease in value in response to the activities of an individual company or in response to general market, business, and economic conditions
  • International investments typically involve special risk considerations, including higher volatility, lower liquidity, economic and political risk