London, UK, March 2016 – Mondrian Investment Partners Limited

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London, UK, March 2016 – Mondrian Investment Partners Limited announced the reorganization of the Delaware Pooled Trust International Equity Fund (DPIEX) into the Mondrian International Equity Fund. With the Fund’s reorganization, Mondrian transitions from the sub-advisor to the advisor for the Fund. The Fund is available to new institutional investors starting today.

“Mondrian has managed this portfolio since inception in February 1992, offering shareholders a long-term record of outperformance and lower volatility as compared to MSCI EAFE and the Morningstar Foreign Large Value peer group” said Clive Gillmore CEO and Group CIO for Mondrian.  The Fund’s investment team, led by CIO Elizabeth Desmond, will continue to apply Mondrian’s philosophy, methodology, and portfolio management process and anticipate providing the defensive, value-oriented characteristics that have been consistently delivered for over two decades.  Gillmore added, “The ability to manage our own mutual fund builds on our strategy of delivering our investment capabilities to a broad range of institutional investors.  We believe that the Mondrian International Equity Fund will be of interest to defined contribution plan sponsors and their consultants, as well as other US institutional advisors.”

 



This website is intended for persons in the United States only.

To determine if the Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk, and charges and expenses. This and other information can be found in the Fund’s full and summary prospectus which can be obtained by calling 888-832-4386 or by visiting www.mondrian.com/mutualfunds. Please read the prospectus carefully before investing.

Investing involves risk, including the possible loss of principal. International investments entail risks not ordinarily associated with U.S. investments including fluctuation in currency values, differences in accounting principles, or economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors, as well as increased volatility and lower trading volume. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility. Concentration in infrastructure-related securities involves sector risk and concentration risk, particularly greater exposure to adverse economic, regulatory, political, legal, liquidity, and tax risks associated with MLPs and REITs. The Fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses.

The Mondrian Investment Partners Limited Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with the advisor, Mondrian Investment Partners Limited.

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© 2020 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of September 30, 2020 unless otherwise noted.

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