Calamos Global Equity Fund Receives Six Lipper Fund Awards in Europe
NAPERVILLE, Illinois and LONDON, March 29, 2012 /PRNewswire/ --
The Lipper Fund Awards 2012 has honored the Calamos Global Equity Fund (UCITS) with six European awards. The fund received accolades in the United Kingdom, France, Germany, Austria, Switzerland and Europe for its three-year performance in the Equity Global category. The awards were conveyed at various ceremonies throughout Europe in recent weeks.
The Calamos Global Equity Fund has been available to non-U.S. investors since November of 2007. The fund is an actively-managed equity strategy investing in what Calamos Investments believes to be the best opportunities for growth across countries and sectors - globally. The diversified portfolio invests in equities from both developed and emerging markets with an emphasis on companies with a global presence, diversified revenues and quality growth fundamentals.
Managing global portfolios for over 15 years, Calamos also offers this global growth equity strategy to institutional investors as the Calamos Global Growth strategy and to U.S. mutual fund investors as the Calamos Global Equity Fund (CAGEX). For more information on the fund, please visit http://www.calamos.com/en/Global/Investment%20Capabilities/UCITS/Global%20Equity%20Fund.aspx.
"We are pleased by the success of the Calamos Global Equity Fund, which we feel offers investors a way to participate in several important global investment themes, including the growth of middle class consumption around the world and the increasing demand for technology by both businesses and individuals," said John P. Calamos, Sr., CEO and Co-Chief Investment Officer.
With an integrated investment team of more than 50 investment professionals, the Calamos investment process considers both top down and bottom up factors. From a top down perspective, the team monitors global macroeconomic policy and developments as well as secular and cyclical themes that can drive growth and create investment opportunities. In addition, the team conducts rigorous fundamental and quantitative analysis to evaluate the source, sustainability and risk of these investment opportunities.
To view a Lipper Award video of John Calamos, Sr. discussing the Calamos Global Equity Fund please click http://www.media-server.com/m/p/yq7gcbz6.
The Lipper Fund Awards program honors funds that deliver consistently strong risk-adjusted performance, relative to peers. The Lipper Fund Awards take place in 23 countries in Asia, Europe, MENA, and the Americas. Lipper designates award-winning funds in most individual classifications for the three-, five-, and ten-year periods and fund families with high average scores for the three-year time period. Lipper Fund Awards are part of the broader Thomson Reuters Awards for Excellence program.
About Calamos
Calamos Investments is a globally diversified investment firm serving the needs of institutional and individual investors for over 30 years. The company's clients include public and private pensions, foundations, endowments, corporations, financial advisors, family offices and individuals from around the world who have entrusted the firm with $36.1 billion in assets under management as of 29 February 2012.
Calamos offers a range of global investment solutions - equity, fixed-income, convertible and alternatives - to work with clients' multi-asset allocation frameworks and achieve the goals of their investment programs.
Calamos serves professional/sophisticated investors around the world through Calamos Global Funds PLC (UCITS), distributed by Calamos International LLP, London, United Kingdom. For more information, please visit http://www.Calamos.com/global.
Important Risk Information
Lipper Fund Awards received are for risk-adjusted performance for the three-year period among 381 funds in the United Kingdom, 413 funds in France, 577 funds in Germany, 410 funds in Austria, 349 funds in Switzerland, and 412 funds in Europe, respectively, in the Equity Global category as of 31/12/2011. Lipper Fund Awards are awarded annually to honor funds that have outperformed peers based on risk-adjusted, consistent return. Lipper, a wholly-owned subsidiary of Reuters, provides independent insight on global collective investments including mutual funds, retirement funds, hedge funds, funds fees and expenses to the asset management and media communities. Lipper ranks the performance of mutual funds within a classification of funds that have similar investment objectives. Rankings are historical with capital gains and dividends reinvested and do not include the effect of loads. If an expense waiver was in affect it may have had a material effect on the total return or yield and, therefore, the ranking for the period.
The Calamos Global Equity Fund may only be offered or solicited to professional/sophisticated investors. This information does not constitute an offer or solicitation to invest in the Fund.
The principal risks of investing in the Calamos Global Equity Fund include: equity securities risk, growth stock risk, value stock risk, foreign securities risk, emerging markets risk, small and mid-sized company risk and portfolio selection 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.
Past Performance is no guarantee of future results. The Funds are 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 Funds are 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 visiting http://www.calamosglobal.com, or by contacting the local Paying Agent listed by jurisdiction, or through the Fund's Transfer Agent, RBC Dexia Investor Services Ireland Limited.
RBC Dexia Investor Services Ireland Limited
George's Quay House, 43
Townsend St., Dublin 2, Ireland, Tel: +353-1-440-6555 | Fax: +353-1-613-04-01
The principal risks of investing in the Calamos Global Equity Fund (CAGEX) include: equity securities risk, growth stock risk, mid-sized company risk, foreign securities risk and portfolio selection risk.
The Calamos family of Mutual Funds is only available to U.S. investors. Calamos Mutual Funds are distributed by Calamos Financial Services, member FINRA.
Before investing carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus containing this and other information or call 1-800-582-6959. Read it carefully.
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