1. The fund will be invested in 3 regions in the world, Europe, Asia, and US. It will continue to be bottom up by looking at individual companies’ management, business and price (valuation). The biggest holding would be no more than about 5% of the fund.
2. The fund will allocate capital to each region based on each region’s relative size in the world economy. For example, if Europe is 30% of the world economy, 30% of the capital would be allocated to Europe. Similar proportional allocations would apply to the U.S. and Asia portions.
3. The team will hedge 50% of the major currencies to help reduce the effect of currency movements.
4. Each of the 3 managers will be responsible for each of their geographical regions.
5. The portfolio will be making these changes immediately. Invesco Trimark will be notifying all Trimark Select Growth unitholders of these changes.
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