Harding Loevner International Equity Research Portfolio

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Daily Pricing 03/24/2017
Investor
NAV: $11.43
NAV $ Change: $0.04
NAV % Change: 0.35%
YTD Return (as of 02/28/2017)
- at NAV 6.21%

The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses.Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses. 

AMG Funds

Harding Loevner: Disciplined Quality Growth Investors

Simon Hallett, CFA, Co-Chief Investment Officer, discusses Harding Loevner’s investment philosophy, team culture and structured approach to growth investing.

Fund Facts (as of 12/31/2016)

Investment Style: Foreign Large Growth
Benchmark(s): MSCI ACWI ex USA Index
Subadvisor(s): Harding Loevner
Fund Net Assets: $7,515,120

Share Class Facts

Share Class: Investor
Ticker: HLINX
Inception Date: 12/17/2015
Expense Ratio:
(Gross / Net)
7.99% / 1.15%
Minimum Investment:
Initial / Subsequent
$5,000 / $0
Minimum IRA Investment:
Initial / Subsequent
$5,000 / $0
Maximum Sales Charges: N/A
12b-1 Fees: N/A

The Portfolio's Investment Manager has contractually agreed, through at least February 28, 2017, to limit the Portfolio operating expenses. The net expense ratio reflects this limitation, while the gross expense ratio does not. Please refer to the Portfolio's Prospectus for additional information on the Portfolio's expenses.

Learn more about share classes offered by AMG Funds.

Fund Focus

The International Equity Research Portfolio invests broadly in high-quality, growing companies outside the United States that are buy-rated by Harding Loevner analysts. Its investment universe includes developed and emerging markets.

Following a disciplined investment process focused on collaborative yet accountable decision-making, analysts study global industries to understand their competitive structures, assess the long-term risks and fair values of their constituent companies, and recommend those with high fundamental business quality resulting durable growth prospects. Portfolio Manager Andrew West, CFA and Associate Portfolio Manager Moon Surana, CFA determine the weight of each security in the Fund and seek to maintain a portfolio that, over time, is generally less volatile than the Fund’s benchmark. They consider factors including a security’s predicted relative price performance, the timeliness of investment potential, the implications for relative portfolio risk, and the investment characteristics and guidelines established for the Fund.

Where This Fund May Fit As Part Of Your Asset Allocation

The Fund may be appropriate for your overall investment allocation if you are:

  • Looking to gain exposure to non-US equities
  • Seeking potential capital appreciation
  • Willing to accept short-term volatility of returns
Disclosure

Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.

Click here to view Index Definitions.

It is not possible to invest directly in an index.

While the fund is no-load, management & other expenses still apply. Please refer to the Prospectus for more information.

Risks

Mutual fund investing involves risk. Principal loss is possible. The Portfolio invests in foreign securities, which will involve greater volatility and political, economic, and currency risks and differences in accounting methods. It also invests in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities. Such risks may be magnified for securities in frontier emerging markets. Investing in participation notes involve the same risks associated with a direct investment in the underlying security, currency or market. The securities of smaller and medium-sized companies have historically exhibited more volatility with a lower degree of liquidity than larger companies.

The Harding Loevner Funds are distributed by Quasar Distributors, LLC. AMG Distributors, Inc. provides support on a wholesale basis related to making the Harding Loevner Funds available through various intermediaries. Quasar Distributors, LLC is not affiliated with AMG Funds LLC or AMG Distributors, Inc.

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