Born in England to a British mother and American father, raised in England and Belgium, and educated in the UK and the U.S., George has always had a global perspective. He has visited more than 40 countries and offers the following advice on what one should always bring home—“your wallet.”

  • B.A. from Oxford University
  • M.A. from Oxford University
  • M.B.A. from University of Pennsylvania

Tenure

  • 28 YRS

    Industry

  • 24 YRS

    Oppenheimer

Global Equity Team

Rajeev Bhaman, CFA

Director of Global Equities

Frank Jennings, Ph.D.

Portfolio Manager

Randall Dishmon

Portfolio Manager

Shanquan Li

Portfolio Manager

Rezo Kanovich

Portfolio Manager

James Ayer, CFA

Portfolio Manager

Robert Dunphy, CFA

Portfolio Manager

John C. Delano, CFA

Senior Research Analyst

Selin Gulcelik

Senior Research Analyst

Andres Avalos-Vitiello

Research Analyst

Sanjiv Talwar, M.D., Ph.D.

Research Analyst

Jonathan Hartman

Research Analyst

James Holman

Research Analyst

Melissa O'Connor, CFA

Research Analyst

Rijn Van Der Walt

Research Analyst

On Twitter Now

@OppFunds Feb 17 How your investment biases may be hurting your portfolio http://t.co/MBLFtJXtes http://t.co/zVyjArlTQi

Average Annual Total Returns (%) with sales charge as of 12/31/14
Fund Name Inception Date Managed Since YTD as of
  • 3/02/15
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Since Inception Gross Expense Ratio (%)
 
International Growth Fund A - OIGAX 3/25/1996 3/25/1996 6.24 -12.56 9.99 7.09 6.55 8.03 1.15
 
International Growth Fund/VA 5/13/1992 10/1/1999 6.49 -7.22 12.59 8.74 7.39 7.44 1.09
 
International Diversified Fund A - OIDAX 9/27/2005 9/27/2005 4.76 -11.65 9.91 5.83 5.64 1.29

Insights

Bw q4 outlook 180x120

Markets & Economy

Q4 2014 Outlook

Our quarterly outlook covering where our portfolio managers see opportunity today.

Bw blog library global economy1 180x120

Equities

Pioneers in Global Investing

We believe it’s time to rethink the way investors take advantage of global opportunities.

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance and expense ratios may be lower or higher than the data quoted. All fund returns include change in share price, reinvested distributions and the sales charges as listed below, unless "without sales charge" is indicated. Returns do not consider capital gains or income taxes on an individual's investment. Class A Share returns include a maximum sales charge of 5.75% (equity), 4.75% (most fixed income), 3.5% (Senior Floating Rate Fund, Senior Floating Rate Plus), 2.25% ("limited term" fixed income funds) and 0% (Money Market Funds). Class B Share returns include contingent deferred sales charge as follows:  For years 1 - 6 respectively, charges are 5%, 4%, 3%, 3%, 2%, 1% except for "limited term" fixed income funds (4%, 3%, 2%, 2%, 1%, 0%) and Senior Floating Rate (3%, 2% 1.5%, 1.5%, 1%, 0%). Class C Share returns include a 1% contingent deferred sales charge and are subject to an annual asset-based sales charge of 0.75%. Class R  are subject to an annual asset-based sales charge of 0.25%. Annual asset-based sales charges are applied as follows: 0.75% on Class B/C; and 0.25%  for Class R shares. Prior to 7/1/14, Class R shares were named Class N shares and were subject to a 1% CDSC (18 months). Class Y shares are not subject to a sales charge. 

  1. 1. Special Risks: 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 especially 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 volatile. 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.
  2. 2. Special RisksForeign 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 especially 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 volatile. 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.
  3. 3. Special Risks: Underlying funds may invest in foreign securities, which may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and political and economic uncertainties.  Emerging and developing market investments may be especially volatile. Investments in securities of growth companies may be volatile. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Small-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 and tend to have lower trading volumes than large-cap securities, creating potential for more erratic price movements. It may take a substantial period of time to realize a gain on an investment in a small-sized company, if any gain is realized at all. While the Fund may be appropriate for a portion of a retirement plan investment, it is not a complete investment program. Portfolio managers will have the authority to select and substitute certain underlying Oppenheimer funds, as designated in the prospectus, and may be subject to potential conflicts of interest because the fees paid to it by some underlying funds are higher than the fees paid by others. However, the manager is a fiduciary to each portfolio and is obligated to act in its best interests when selecting funds. Each of the funds in which the portfolios invest has its own investment risks, and those risks can affect the value of each portfolio's share and investments. There is no guarantee that the underlying funds will achieve their investment objectives. The underlying funds may change their investment objectives or policies without the approval of the portfolio, and a portfolio may be forced to sell its shares of the underlying funds at a disadvantageous time. Diversification does not guarantee profit or protect against loss.
  4. 4. In managing the portfolio, the Manager will have the authority to select and substitute certain underlying Oppenheimer funds, as designated in the prospectus, and may be subject to potential conflicts of interest because the fees paid to it by some underlying funds are higher than the fees paid by others. However, the Manager is obligated to act in each portfolio's best interests when selecting underlying funds. Each of the underlying funds in which the portfolio invests has its own investment risks, and those risks can affect the value of each portfolio's shares and investment. In addition, there is no guarantee that the underlying funds will achieve their investment objectives. The underlying funds may change their investment objectives or policies without the approval of the portfolio, and a portfolio may be forced to sell its shares of underlying funds at a disadvantageous time.
  5. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
  6. B. "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions.
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