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Equities, Convertibles, Options, Fixed Income Are Among the Levers CGCIX Uses to Target Global Equity Opportunities

Although the first half of 2021 saw periods of high volatility and significant divergence in global equity returns, the Calamos Global Equity team continues to be constructive on global equity markets in the quarters ahead.

With the Calamos Global Opportunities Fund (CGCIX), the team is managing a portfolio of companies with higher-growth and higher-quality attributes, using a broad universe of equities, convertible securities, options, and select fixed-income securities. These multiple levers enable the team to target opportunities in the active, risk-aware manner honed over the life of the fund.

Calamos Global Opportunities Fund (CGCIX)

Morningstar Overall RatingTM Among 401 World Allocation funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 5 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 401, 351 and 233 World Allocation Funds, respectively, for the period ended 10/31/2021.

Download this just-published whitepaper to learn how CGCIX has delivered:

  • Compelling total return during the volatile and highly rotational markets of 2020–2021
  • Since inception outperformance versus the MSCI ACWI Index, with lower beta, standard deviation, and downside semi-variance
  • Relative outperformance versus global stocks in the three major drawdowns since inception
  • Strong historical rankings within the Morningstar World Allocation category and a 5-star Morningstar Overall Rating

Investment professionals, for even more information on CGCIX, contact your Calamos Investment Consultant at 888-571-2567 or caminfo@calamos.com.

Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

Calamos Global Opportunities Fund average annual returns and expense ratio

The principal risks of investing in the Calamos Global Opportunities Fund include: convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, synthetic convertible instruments risk consisting of fluctuations inconsistent with a convertible security and the risk of components expiring worthless, foreign securities risk, emerging markets risk, equity securities risk, growth stock risk, interest rate risk, credit risk, high yield risk, forward foreign currency contract risk, portfolio selection risk, and liquidity risk. 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. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.

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