Seafarer®

Pursuing Lasting Progress in Emerging Markets

Seafarer Overseas Growth and Income Fund Portfolio Briefing

Second Quarter 2018

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    – Daniel Duncan and Andrew Foster discuss how China’s rise as a global hegemon is structurally changing the risk-return profile of the emerging markets. Andrew explains that in response, Seafarer’s approach to balancing the trade-off between growth and income in the Fund is evolving.

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    Related Information

    • The performance data quoted represents past performance and does not guarantee future results. Future returns may be lower or higher. The investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. View the Funds’ most recent month-end performance.
    • The MSCI Emerging Markets Total Return Index, Standard (Large+Mid Cap) Core, Gross (dividends reinvested), USD is a free float-adjusted market capitalization index designed to measure equity market performance of emerging markets. Index code: GDUEEGF. It is not possible to invest directly in an index.
    • The views and information discussed in this video are as of the date of publication, are subject to change, and may not reflect Seafarer’s current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Seafarer does not accept any liability for losses either direct or consequential caused by the use of this information.
    • As of March 31, 2018, Infosys, Ltd. ADR comprised 4.2% of the Seafarer Overseas Growth and Income Fund, Infosys, Ltd. comprised 0.6% of the Fund, and Hyundai Mobis Co., Ltd. comprised 6.9% of the Fund. View the Fund’s Top 10 Holdings. Holdings are subject to change.
    • Daniel Duncan is a Registered Representative of ALPS Distributors, Inc.
    • For an explanation of terms, please refer to the Glossary.