The investment seeks income and long-term capital appreciation. The fund normally invests at least 80% of its assets in Latin American securities. It defines Latin America as Central America (including Mexico) and South America, excluding the Caribbean islands. The fund may invest up to 20% of its assets in countries outside the Latin America region. Its advisor expects the average portfolio maturity of the fund's fixed income portfolio to be approximately five years.
Fund filings (PDF) »
Heiner Skaliks (Started: May 3, 2010)
# Contact ?>
Strategic Latin America Fund, 803 West Michigan Street, Milwaukee, WI 53233-2301, USA