GQG Partners US Select Quality Equity Fund

Institutional: GQEIX  |  Investor: GQEPX  |  Retirement*: GQERX

Private individuals, financial professionals and institutional investors can access our US Equity strategy through our ’40 Act mutual fund. For more information on the GQG Partners US Select Quality Equity Fund:

Financial Intermediaries: contact GQG Partners at +1 (844) 348-4110.
Individual Investors: contact SEI Investments Distribution Co. at +1 (866) 362-8333.

Investment Objective

The GQG Partners US Select Quality Equity Fund seeks long-term capital appreciation.

Strategy Overview

Our US Equity strategy seeks to invest in high-quality companies with attractively priced future growth prospects. We focus primarily on the liquid securities of large-cap issuers in the United States. GQG Partners’ fundamental investment process evaluates each business based on financial strength, sustainability of earnings growth, and quality of management. The resulting portfolio seeks to limit downside risk while providing attractive returns to long-term investors over a full market cycle.

Benchmark

S&P 500®

 

Investment Documents

*Retirement Class (Class R6) shares are only available to employee benefit plans that are sponsored by one or more employers or employee organizations. Such employee benefit plans must purchase R6 shares through a plan level or omnibus account.

The GQG Partners US Select Quality Equity Fund is distributed by SEI Investments Distribution Co. (SIDCo), which is not affiliated with GQG Partners LLC. Check the background of SIDCo on FINRA’s BrokerCheck.

Investing involves risks, including possible loss of principal. There is no guarantee the Fund will achieve its stated objective. Stock prices of small- and mid-size companies may be more volatile and less liquid than those of large companies. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume.The primary risk of participation notes is that changes in the market value of securities held by the Fund and of the derivative instruments relating to those securities may not be proportionate. Participation notes are also subject to illiquidity and counterparty risk. The Fund is non-diversified. The Fund is a newly organized entity and does not have an operating history upon which prospective investors can evaluate its potential performance.

You should carefully consider the investment objective, risks, charges, and expenses of the Fund before investing. The Fund’s prospectus and summary prospectus contain this and other important information about the Fund, which can be obtained by calling +1 (866) 362-8333 or visiting gqgpartners.com. Please read the prospectus carefully before investing. The Fund’s Statement of Additional Information can also be obtained by calling +1 (866) 362-8333 or visiting gqgpartners.com.

The S&P 500® Index is a widely used stock market index that can serve as a barometer of US stock market performance, particularly with respect to larger capitalization stocks. It is a market-weighted index of stocks of 500 leading companies in leading industries and represents a significant portion of the market value of all stocks publicly traded in the United States. It is not possible to invest directly in an index.

This site is for the use of US investors only.

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