Mondrian Expands Fund Options with Mondrian Global Equity Value Fund

Mondrian Expands Fund Options with Mondrian Global Equity Value Fund (1)

On the heels of reducing fees for the Mondrian International Value Equity Fund (MPIEX), Mondrian Investment Partners today announced the launch of the Mondrian Global Equity Value Fund (MPGVX), expanding Mondrian’s diverse line-up by offering investors the opportunity to identify value across the world. The Fund follows the same disciplined, value investment philosophy and process as the firm’s flagship Global Equity strategies.

“The addition of the fund to our line-up is a testament to our commitment of providing consistency and a disciplined approach for nearly 30 years, as well as our vision to further diversify our offerings in order to provide our clients and prospective clients with greater investment options,” said CEO & Group CIO Clive A. Gillmore. “Given the challenging market environment, the fund will help investors pursue diverse opportunities in various sectors and parts of the world while avoiding overvalued markets.”

The Fund will be managed by the firm’s highly experienced Global Equity Team, led by CIO Aileen Gan. Following the same investment process as the firm’s successful Global All Country World Index strategy, Mondrian Global Equity Value Fund leverages the firm’s achievement and broadens access via a mutual fund investment vehicle.

Mondrian’s time-tested approach focuses on providing a rate of return meaningfully greater than the client’s domestic rate of inflation. The firm’s portfolios seek to preserve capital during protracted global market declines.

 



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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