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Commonwealth Funds Products
Australia/New Zealand Fund
The Commonwealth Australia / New Zealand Fund invests primarily in equity securities, including common and preferred stock and securities convertible into common stock, and debt securities denominated in one of those countries' currencies and securities of Australian / New Zealand issuers. Australian / New Zealand issuers include: issuers that are organized under Australian or New Zealand law; issuers that are listed on the Australian and/or New Zealand stock exchanges regardless of the country in which the issuer is organized; issuers that derive 50% or more of their total revenue from goods and/or services produced or sold in Australia and/or New Zealand; and Australian and/or New Zealand government entities. (Continue)
Global Fund
The Commonwealth Global Fund invests primarily in U.S. and foreign equity securities, including common and preferred stock and securities convertible into common stock, and debt securities. Although the Fund can invest in companies of any size and from any country, it generally focuses on established companies in countries with developed economies. (Continue)
Japan Fund
The Commonwealth Japan Fund invests primarily in equity securities, including common and preferred stock and securities convertible into common stock, and debt securities denominated in Yen and securities of Japanese issuers. Japanese issuers include issuers that are organized under Japanese law; issuers that are listed on one or more of the Japanese stock exchanges, regardless of the country in which the Issuer is organized; issuers that derive 50% or more of their total revenue from goods and/or services produced or sold in Japan; and Japanese government entities. (Continue)
Real Estate Securities Fund
The Commonwealth Real Estate Securities Fund invests primarily in equity securities, including common stock and preferred stock and securities convertible into common stock, and debt securities of companies in real estate industries, which may include real estate investment trusts (REITs), publicly traded real estate development companies, real estate management companies, building supply companies, timber companies, real property holdings and other publicly-traded companies involved in real estate related activities and industries. (Continue)
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Australia/New Zealand Fund | Global Fund | Japan Funds | Real Estate Securities Fund | Prospectus (pdf)
Investing in securities of foreign country issuers involve certain risks that are different from investments in U.S. issuers. The foreign markets are small, their listed securities are generally less liquid, involve higher transaction costs and have greater price volatility due to changes in politics, currency rates, foreign taxation, differences in auditing and other financial standards, etc.
Equity securities are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities. The net asset value per share of the Fund will fluctuate as the value of the securities in the portfolio changes. Common stocks, and funds investing in common stocks, generally provide greater return potential when compared with other types of investments. An investment in a real estate fund is subject to the same risks as a direct investment in real estate. Such risks include market risk, economic risk, and mortgage rate risk. Current performance may be lower or higher than the performance quoted on the website. All these factors may affect the value of your investment. |
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