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Why invest globally?

Basic investment theory holds that the broader the diversification, the more stable the returns and the more diffuse the risk.*

  • In 1969 United States securities markets accounted for approximately 70% of the total global equity market capitalization
  • In 2010 United States securities markets accounted for 49%.
  • Approximately 50% of the world's securities are listed outside the United States***

*Source: Foundations of Multinational Financial Management, Alan Shapiro, J. Wiley & Sons, 4th Edition, July 20, 2001

**Source:MSCI
This data is from the MSCI World IndexSM, which is a free float-adjusted market capitalization index designed to measure global developed-market equity performance. The MSCI World IndexSM consists of the following 23 country indices: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom and the United States.

***Source: MSCI World Index

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