How do small cap funds fit into a tax-efficient investment strategy?

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The principal risks of investing in the fund are: stock market risk (stocks fluctuate in response to the activities of individual companies and to general ... The Fund normally invests at least 80% of its net assets in equity securities (mostly common stocks) of small-cap companies located anywhere in the United ... Eastspring Investments Islamic Small-cap Fund. The Fund seeks to provide capital appreciation by investing in small market capitalisation Shariah-compliant ... The Fund defines Small Companies as companies with market capitalization no higher than the greater of US $5 billion or the market capitalization of the largest ... Description. Fund Objective. The fund's investment objective is to provide you with long-term growth of capital. Distinguishing Characteristics. A pioneer in ... Objective: Long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. Style: US Small Cap Equity. Status: ... Primarily invests in companies located in emerging markets with market caps of less than $5 billion at the time of purchase. A MSCI ACWI Small Cap Index represents the performance of small-cap stocks in developed and emerging markets. Vulcan Value Partners Small Cap Fund · The Fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded equities the Fund ... An actively-managed portfolio of smaller-capitalization, rapidly-growing companies that can benefit from positive, long-term trends.
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