Global Equity Strategies

Investing globally
Untitled Document

As of June 30, 2017


Global Equity


International Equity

Composite Inception Date


September 2010


March 1993

Assets Under Management


$1,194 million


$170 million

Process Driver


Global Macro and Fundamental Analysis


Fundamental Analysis

Number of Holdings


80 to 100


75 to 100

Typical Tracking Error


3% to 6%


3% to 5%

Typical Investment Horizon

  3 to 5 years   3 to 6 years







Source: Pioneer Investments, June 30, 2017

Please Note: The Internal Guidelines referenced do not necessarily represent statutory limitations. These internal guidelines are used as guidance in the daily management of the strategy's investments. These guidelines are subject to change and should not be relied upon as a long term view of the strategy's exposures, limitations, and/or risks.