AUSTRALIA/NEW ZEALAND
UNITED STATES
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Australia/New Zealand Fund

Situated ‘ down under’, neighboring countries – Australia and New Zealand – utilize their strong characteristics to drive their separate economies. Their exports consistently provide for the needs of over half of the world’s population located in the Pacific Rim.

Additionally, you may be familiar with the popularity of these countries as tourist destinations and for their excellent wines, but may not be thinking about how tourism and the wine industry, along with their other exports, positively impact these economies.

Australia has many exports which include metals, minerals, fossil fuels and agricultural derivatives. Their technological growth opens unparalleled opportunities for the Australian economy. As new technology is designed and adopted, Australia is also developing advanced financial and service sector capabilities.

Primarily focused on producing agricultural products, New Zealand is a key provider of goods to the southern Pacific Rim. In addition, the country has specialty manufacturing and service sectors. Over the past decade, healthcare, education, technology, and tourism have grown significantly.

In addition to the economic attributes, Australia and New Zealand both have strong democratic governments, established rule of law, and transparent economies, making them prime countries for foreign investments.

Both governing bodies:

  • Provide support for local investments
  • Afford business friendly platforms
  • Encourage public ownership
  • Display historically strong national finances

Through relationships with business and government leaders, the investment managers of the Australia/New Zealand Fund seek to learn more about each country’s economy to enable decisions about investing in companies, so you have opportunities to bring it home.

The Australia/New Zealand Fund Investment Objective

The Australia/New Zealand Fund strives to provide long-term capital appreciation and current income by investing primarily in equity and debt securities of Australian or New Zealand issuers.

By learning the nation, knowing the people, identifying the needs, and determining who the companies are that are involved in providing the needed products, goods, and solutions, the Australia/New Zealand Fund tries to remain in the pathway of progress.

Prospectus >>
Fund Fact Sheet >>
View Fund Performance >>
Review the Australia/New Zealand Fund (CNZLX) Investment Holdings >>

Risks of Investment

Learn about the principal risks of investing in the Australia/New Zealand Fund, which includes market, foreign security and geographic risk.

Your View into Australia & New Zealand

The Advisor believes many investors see value in investing in Australia and New Zealand because of personal experiences or interest. We have provided additional information including an interactive map links to Australian and New Zealand stock exchanges and government entity websites, and other information valuable to someone who is a student of Australia and New Zealand.

Australia & New Zealand Economic and Financial Organizations >>

Interactive Map of Australia & New Zealand >>

Australia & New Zealand Stock Exchange Links >>

Invest Now >>

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The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC. The Commonwealth Funds investment advisor is FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus that contains this and other information about the Fund, call 888.345.1898 or visit our website at commonwealthfunds.com. Please read the prospectus carefully before investing. The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC.

Investing involves risk, including loss of principal. Investments in international markets present special risks, including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation, and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets. There is no guarantee that this, or any, investing strategy will achieve its objectives. Diversification does not ensure a profit or guarantee against loss.

In addition to the risks described above, the Australia/New Zealand Fund is subject to the following risks. Fixed income investments are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. The Australia/New Zealand Fund may invest in junk bonds, which are considered speculative and have significantly higher credit risk than investment-grade bonds. In general, as prevailing interest rates rise, fixed income securities prices will fall. By focusing its investments on issuers located in Australia and New Zealand, the Fund may be exposed to additional risks that other funds that invest in securities of issuers in a broader region may not be exposed. When the Fund invests in other investment companies and ETFs, it will indirectly bear its proportionate share of any fees and expenses payable directly by the other investment company. Therefore, the Australia/New Zealand Fund will incur higher expenses, many of which will be duplicative. Securities of companies with small market capitalizations are often more volatile and less liquid than investments in larger companies. Investments in commodities may subject the Fund to greater volatility than investment in traditional securities. The value of derivatives may rise or fall more rapidly than other investments. For some derivatives, it is possible to lose more than the amount invested in the derivative. If the Fund uses derivatives to "hedge" the overall risk of the portfolio, it is possible that the hedge may not succeed.