“diversification”   investment variety

Invest in Global Opportunities.

Diversify your investment strategy.

Global Fund

Prime markets around the world have high investment potential. In fact, over half of the world’ s capitalization exists beyond the U.S. We believe it is strategically sound to invest in funds that include domestic and global markets. Seeking exposure to these markets can provide investors with many benefits including:

  • Potential for faster growth
  • Abundant choices
  • Diversified portfolios
  • Emerging market exposure

We strive to provide this global investment option so you can bring it home.

The Global Fund Investment Objective

The objective of the Global Fund is to provide long-term capital appreciation and current income. To capture both the United States and global investment exposure, the fund was created. This fund invests in both equities and debt instruments of United States and non-United States entities.

The investment management of the Global Fund seeks to understand the productive capabilities of nations as they produce products and services to not only meet their own needs, but the needs of other countries. Owning companies that produce products and services designed to meet the future needs of people is important to the management of the Fund and allows the fund to be in the pathway of progress through time.

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Risks of Investment

Learn about the principal risks of investing in the Global Fund, which includes market, foreign security and geographic risk.

Your View into the World

The Advisor believes many investors see value in investing globally. We have provided an interactive map valuable to someone who is interested in our global investments.

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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 Global 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 Global 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. 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 Global 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.