Calamos Global - Emerging Markets

Class A Shares
as of 10/21/2014
Price Change
US$ Accumulating $9.68 $0.08
EUR€ Accumulating 9.43 0.08
GBP£ Accumulating £9.63 £0.08

A Flexible Growth-Focused Approach to Developing Economies

With the goal of managing risk and maximizing return over the long term, Calamos Emerging Markets Fund’s flexible investment approach allows the investment team to proactively respond and adapt to rapidly changing opportunities and risks.

Overview Performance Composition Distributions Other Info

Fund Objective

Long-term capital growth

Investment Strategy

The Fund's investment management team:

  • Invests in the securities of companies based in developing countries and also developed world companies with ties to emerging economies.
  • Manages the Fund according to our stringent growth discipline, targeting companies that we believe offer the best opportunities for capital appreciation over the long-term.
  • Can flexibly deploy assets across sectors, countries, market caps and security types in an effort to manage risk and maximize return.

Investor Profile

The Fund may be suitable for investors who seek:

  • Enhanced diversification potential
  • A portfolio of companies that we believe offer high relative and sustainable growth potential
  • A risk-conscious means to participate in the long-term growth potential of developing markets
  • An asset-allocation solution that could potentially reduce volatility and increase total return in an investment portfolio

Investment Management Team

All of our funds benefit from the perspectives of our fully integrated investment team, led by Co-Chief Investment Officers, John P. Calamos, Sr. and Nick P. Calamos, CFA. The team has invested in non-U.S. markets since 1988 and currently manages a range of global and international portfolios for clients around the world.

44704A

Calamos Emerging Markets Fund is a sub-fund of Calamos Global Funds PLC, an investment company with variable capital incorporated with limited liability in Ireland (registered number 444463). Calamos Global Funds PLC has been established as an umbrella fund with segregated liability between sub-funds and is authorized pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2003 as amended.

The Fund is offered solely to non-U.S. investors under the terms and conditions of the Fund's current prospectus. The prospectus contains important information about the Fund and should be read carefully before investing. A copy of the prospectus for the Fund may be obtained by clicking here, or by contacting the local Paying Agent listed by jurisdiction, or through the Fund's Transfer Agent, RBC Dexia Investor Services Ireland Limited, listed at:

RBC Dexia Investor Services Ireland Limited
Georges Quay House
43 Townsend Street
Dublin 2
Ireland
Tel: (353) 1 440 6555

Important Fund Information
The Fund may invest up to 100% of its assets in the securities of foreign issuers. As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility, and difficulty obtaining information. The Fund may invest in securities issued by companies in emerging markets; these may present additional risk due to the potential for greater economic and political instability in less developed countries.

The Fund may invest in mid-size and small companies which present greater risk and higher volatility than investments in larger, more established companies.

NOTES

Debt/Capital—Measures a company's debt in relation to its total capital.

MSCI® Emerging Markets Index—is a free float-adjusted market capitalization index that is designed to measure equity market performance of emerging markets.

ROIC (return on invested capital)—Measures an investment's growth prospects; measures the percentage earned on invested capital.

S&P 500 Index—Is generally considered representative of the U.S. stock market.

Unmanaged index returns assume reinvestment of any and all distributions and, unlike fund returns, do not reflect fees, expenses or sales charges. Investors cannot invest directly in an index.

Portfolios are managed according to their respective strategies which may differ significantly in terms of security holdings, industry weightings, and asset allocation from those of the benchmark(s). Portfolio performance, characteristics and volatility may differ from the benchmark(s) shown.

The Fund may seek to purchase index put options to help reduce downside exposure however, the effectiveness of the Fund’s index option-based risk management strategy may be reduced if the Fund’s equity portfolio does not correlate to the performance of the underlying option positions. The Fund also risks losing all or part of the cash paid for purchasing index options. Unusual market conditions or lack of a ready market of any particular option at a specific time may reduce the effectiveness of the Fund’s option strategies, and for these and other reasons the Fund’s option strategies may not reduce the Fund’s volatility to the extent desired. From time to time, the Fund may reduce its holdings of put options, resulting in an increased exposure to a market decline.

Top 10 Holdings and Sector Weightings are calculated as a percentage of Net Assets. The tables exclude cash or cash equivalents, any government / sovereign bonds or broad based index hedging securities the portfolio may hold. You can obtain a complete listing of holdings by visiting www.calamosglobal.com.