The Strategy seeks to provide long term capital growth.
BENCHMARK: MSCI World Index
Primarily equities of companies in the MSCI All Country World Index; and may include other companies.
The Strategy uses a fundamental research based investment process to build a concentrated portfolio of global equities we believe to be undervalued. We seek to exploit valuation anomalies in the belief that in the long run share prices should ultimately reflect a company's sustainable earnings power. A Portfolio may also invest in the securities of Chinese companies, normally restricted to residents of the People’s Republic of China (commonly known as “A Shares” or “China A Shares”), through the Stock Connect program or other channels. The concentrated nature of the Portfolio ensures that our investments are active, high conviction positions, focused on what, we believe, are our most compelling opportunities. SSGA employs the following constraints in managing the Strategy:
Maximum Number of Stocks: 40
Minimum Number of Stocks: 30
Maximum Individual Stock Position: 10%
Maximum Equity: 100% of the portfolio
Minimum Equity: 90% of the portfolio
SSGA seeks to outperform the Index by over the long term and does not have a specified tracking error limit. There can of course be no assurance that any Strategy will achieve that level of performance.
The MSCI World Index is a trademark of MSCI Inc.
There are risks involved with investing, including possible loss of principal. You should refer to the Strategy's Disclosure Document (SDD) for a complete description of the risks of investing in the Strategy. Please contact SSGA's relationship management team for a copy of the SDD.
Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-800-997-7327, download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SSGA Funds.
THIS SITE IS INTENDED FOR U.S. INVESTORS ONLY.
No Offer/Local Restrictions
Nothing contained in or on the Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. SSGA Intermediary Business offers a number of products and services designed specifically for various categories of investors. Not all products will be available to all investors. The information provided on the Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.
All persons and entities accessing the Site do so on their own initiative and are responsible for compliance with applicable local laws and regulations. The Site is not directed to any person in any jurisdiction where the publication or availability of the Site is prohibited, by reason of that person's nationality, residence or otherwise. Persons under these restrictions must not access the Site.
Information for Non-U.S. Investors:
The products and services described on this web site are intended to be made available only to persons in the United States, and the information on this web site is only for such persons. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.