In today’s global economy, the tendency for stocks in different parts of the world to move in tandem is increasing, limiting the diversification benefits of investing based on geographic borders. Adding a global allocation, such as Oppenheimer Global Value Fund, may help deliver a number of rewards as it has the freedom to invest in the best companies anywhere in the world.
Access our latest infographic to learn more about the fund, its investment process and the many reasons why adding a global allocation to your portfolio mix may be a smart idea.
Fund data is for Class A shares without considering sales charges, with dividends and capital gains reinvested. If sales charge was considered, performance quoted above would have been lower. Past performance does not guarantee future results.
1 Chart depicts the rolling 24-month correlation of monthly returns for the MSCI AC World ex.-U.S. Index and the S&P 500 Index, as of 12/31/16. Correlation expresses the strength of relationship between distributions of returns between two data series. Correlation is always between +1 and -1, with a correlation of +1 expressing a perfect correlation, meaning that the two series being compared behave exactly the same, a correlation of -1 meaning the two series behave exactly the opposite and a correlation of zero meaning movements between the two series are random.↩
2 Information Ratio is a measure of the consistency of a portfolio’s performance relative to a benchmark. It is calculated by subtracting the benchmark return from the portfolio return, and dividing the result (the excess return) by the standard deviation (volatility) of this excess return. A positive information ratio indicates outperformance versus the benchmark, and the higher the information ratio, the more consistent the outperformance↩
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Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Emerging and developing market investments may be volatile. Due to the recent global economic crisis that caused financial difficulties for many European Union countries, Eurozone investments may be subject to volatility and liquidity issues. Investments in securities of growth companies may be especially volatile. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss.