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 Strategy:
Long-term capital appreciation by investing in equity securities of
companies involved in alternative energy or energy technology sectors.
Surging global energy demand. Limited production
capacity. Rising costs. The environment. With powerful drivers like
these, we believe that an alternative energy revolution is underway.
The Alternative Energy Fund gives you an opportunity to participate in a
global shift to alternative energy. Under normal market conditions, the
Fund will invest in 40 to 60 stocks of global companies that derive more
than 50% of their revenue from alternative energy or alternative energy
technology.
- Alternative energy
includes but is not limited to power generated through: solar, wind,
hydroelectric, tidal wave, geothermal, biomass or biofuels.
- Alternative energy
technology includes technologies that enable alternative energy
sources to be tapped. This may include various manners of energy
storage and transportation (e.g., fuel cells; batteries; flywheels),
and technologies that conserve or enable more efficient use of energy.
The Fund invests in foreign securities which will involve
political, economic and currency risks, greater volatility, and
differences in accounting methods. The Fund is non-diversified meaning
its assets may be concentrated in fewer individual holdings than
diversified funds. Therefore, the Fund is more exposed to individual
stock volatility than diversified funds. The Fund also invests in
smaller companies, which will involve additional risks such as limited
liquidity and greater volatility.
How to invest |
