Overview

Growth of $10,000

10-year period ended 06/30/2015

  • Class A at NAV

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
07/31/2015
Fund at NAV 2.55 3.63 8.40 17.08 20.40 13.17
Fund w/Max Sales Charge -3.37 -2.35 2.13 10.33 18.06 11.66
Russell 1000 Growth Index1 3.39 3.00 7.49 16.08 18.78 17.74 14.77
06/30/2015
Fund at NAV -1.20 -0.10 5.70 13.61 19.55 12.79
Fund w/Max Sales Charge -6.90 -5.85 -0.41 7.09 17.22 11.25
Russell 1000 Growth Index1 -1.76 0.12 3.96 10.56 17.99 18.58 14.19
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Fund Factsas of Jul 31, 2015

Class A Inception 03/07/2011
Investment Objective Long-term capital growth
Total Net Assets $135.0M
Minimum Investment $1000
Expense Ratio (Gross)2 1.39%
Expense Ratio (Net)2,3 1.05%
CUSIP 277902565

Top 10 Holdings (%)4,5as of Jun 30, 2015

Apple Inc
Google Inc Class C
Amazon.com Inc
Facebook Inc
Priceline Group Inc
Biogen Inc
Visa Inc
Celgene Corp
Home Depot Inc
Dollar General Corp
Total 38.70


Portfolio Management

Lewis R. Piantedosi Managed Fund since inception
Yana S. Barton, CFA Managed Fund since inception

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Performance

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
07/31/2015
Fund at NAV 2.55 3.63 8.40 17.08 20.40 13.17
Fund w/Max Sales Charge -3.37 -2.35 2.13 10.33 18.06 11.66
Russell 1000 Growth Index1 3.39 3.00 7.49 16.08 18.78 17.74 14.77
Morningstar™ Large Growth Category6 2.95 3.52 7.09 14.35 18.42 16.13
06/30/2015
Fund at NAV -1.20 -0.10 5.70 13.61 19.55 12.79
Fund w/Max Sales Charge -6.90 -5.85 -0.41 7.09 17.22 11.25
Russell 1000 Growth Index1 -1.76 0.12 3.96 10.56 17.99 18.58 14.19
Morningstar™ Large Growth Category6 -1.17 0.50 4.02 9.39 17.48 16.96
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 18.78 33.27 14.20
Russell 1000 Growth Index1 5.26 9.07 11.81 -38.44 37.21 16.71 2.64 15.26 33.48 13.05

Fund Facts

Expense Ratio (Gross)2 1.39%
Expense Ratio (Net)2,3 1.05%
Class A Inception 03/07/2011
Distribution Frequency Annually


Risk Measures (3 Year)7as of Jul 31, 2015

Alpha (%) -0.20
Beta 1.10
R-Squared (%) 86.76
Standard Deviation (%) 10.54
Sharpe Ratio 1.93


Morningstar™ Ratingsas of Jul 31, 2015

Time Period Rating Rating (Load Waived) Funds in
Large Growth
Category
Overall *** **** 1530
3 Years *** **** 1530
Based on Risk-Adjusted Returns.

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

© 2015 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.

NAV History

Date NAV NAV Change
Aug 27, 2015 $15.18 $0.32
Aug 26, 2015 $14.86 $0.61
Aug 25, 2015 $14.25 $-0.10
Aug 24, 2015 $14.35 $-0.54
Aug 21, 2015 $14.89 $-0.50
Aug 20, 2015 $15.39 $-0.43
Aug 19, 2015 $15.82 $-0.09
Aug 18, 2015 $15.91 $-0.06
Aug 17, 2015 $15.97 $0.07
Aug 14, 2015 $15.90 $0.06

Distribution History8

Ex-Date Distribution Reinvest NAV
Dec 13, 2012 $0.00280 $10.38
No records in this table indicates that there has not been a distribution greater than .0001 within the past 3 years.
Fund prospectus

Capital Gain History8

Ex-Date Short-Term Long-Term Reinvest NAV
May 21, 2015 $0.19860 $16.01
Dec 11, 2014 $0.12140 $0.23510 $14.83
Sep 09, 2014 $0.17670 $14.89
Dec 12, 2013 $0.10420 $0.20050 $13.10
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is as of month-end for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. For the Eaton Vance Fund's performance as of the most recent month-end, please refer to eatonvance.com. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns shown at NAV unless noted otherwise. Returns for other classes of shares offered by the Fund are different. It is not possible to invest in an index.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Portfolio

Asset Mix (%)5,9as of Jun 30, 2015

U.S. Common Stocks 93.91
Foreign Common Stocks 4.19
Cash 1.90
Total 100.00

Portfolio Statisticsas of Jun 30, 2015

Average Market Cap $136.1B
Price/Earnings Ratio 22.39
Number of Holdings 38
Price/Book Ratio 4.49


GICS Sector Breakdown (%)5as of Jun 30, 2015

Sector Fund Russell 1000 Growth Index1
Consumer Discretionary 22.17 21.03
Consumer Staples 5.99 10.50
Energy 0.55 0.96
Financials 5.75 5.35
Health Care 21.43 18.30
Industrials 9.35 11.15
Information Technology 30.78 27.01
Materials 2.08 3.87
Telecom Services 0.00 1.78
Utilities 0.00 0.04
Cash 1.90 0.00

Assets by Country (%)5as of Jun 30, 2015

United States 93.91
Singapore 2.30
Netherlands 1.89
Cash & Other Assets 1.90
Total 100.00


Fund Holdings (%)5,10as of Jun 30, 2015

Holding % of Net Assets
Apple Inc 6.41%
Google Inc Class C 4.96%
Amazon.com Inc 4.01%
Facebook Inc 3.97%
Priceline Group Inc 3.63%
Biogen Inc 3.50%
Visa Inc 3.16%
Celgene Corp 3.09%
Home Depot Inc 3.00%
Dollar General Corp 2.96%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Insights & Analysis

Quarterly Commentary

A Word On The Markets  as of Jun 30, 2015

Equity markets turned choppy in the second quarter of 2015, buffeted by conflicting economic signals and ongoing geopolitical issues.

While first-quarter U.S. GDP growth was disappointing, this was likely due to a harsh winter and other transitory factors, and it appears that the economy accelerated in the second quarter. The job market continued to strengthen, while retail sales, auto sales and consumer confidence all rose during the three-month period. The housing market also rebounded, as new and existing home sales hit multiyear highs, as did building permits. Manufacturing output dropped, reflecting spending cuts in the weak energy sector, as well as the strong U.S. dollar dampening exports.

The uneven pattern of economic growth led the U.S. Federal Reserve (Fed) to reassure investors that eventual interest-rate hikes would be gradual and would proceed slowly. U.S. stocks advanced following the Fed’s reassurance, with the technology-laden NASDAQ reaching a new record high. Near quarter-end, however, U.S. equities faltered after efforts to resolve Greece’s worsening debt crisis failed. Similarly, many foreign equity markets fell late in the quarter after rising for much of the period. China’s stock market, a top global performer earlier in 2015, plunged in June on worries about slowing economic growth and excessive equity valuations. In Europe, stimulus measures by the European Central Bank spurred stock gains early in the period, before shares retreated amid mounting anxiety over the Greek crisis.

Many major equity indexes ended the quarter essentially unchanged. In the U.S., the S&P 500 Index11 rose marginally after hitting all-time highs during the quarter, while the Dow Jones Industrial Average12 fell slightly. In general, small-cap U.S. stocks narrowly outperformed their large-cap counterparts. Overseas, the MSCI EAFE Index of developed-market international equities posted a modest gain, as did the MSCI Emerging Markets Index.13

Performance Summary 

Eaton Vance Focused Growth Opportunities Fund (the Fund) underperformed its benchmark, the Russell 1000 Growth Index (the Index),1 for the quarter ended June 30, 2015, returning 0.03% for Class I shares at net asset value versus the Index’s 0.12% return.

  • The Fund underperformed the Index due to adverse stock selection, which overcame favorable sector allocation.
  • The top-performing economic sectors in the Index were health care, consumer discretionary and information technology, while the weakest performing Index sectors were utilities, industrials and telecommunication services.
  • Four of the 10 sectors in the Index posted positive returns for the quarter. The Fund had positive returns in four of the eight sectors in which it was invested.
  • Among U.S. large-cap equities, growth stocks outperformed their value counterparts during the quarter. On a risk basis, there was no clear gap between high- and low-quality stock performance.

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
Fund at NAV -1.20 -0.10 5.70 13.61 19.55 12.79
Fund w/Max Sales Charge -6.90 -5.85 -0.41 7.09 17.22 11.25
Russell 1000 Growth Index1 -1.76 0.12 3.96 10.56 17.99 18.58 14.19
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Fund Factsas of Jun 30, 2015

Class A Inception 03/07/2011
Expense Ratio (Gross)2 1.39%
Expense Ratio (Net)2,3 1.05%


Contributors 

Factors contributing to the Fund’s relative performance compared to the Index during the quarter:

  • Stock selection in the information technology sector contributed significantly to the Fund’s performance relative to the Index. The Fund’s overweight in the sector also aided relative performance. In the financials sector, stock selection boosted relative Fund performance. The Fund’s lack of holdings in two lagging sectors, telecommunication services and utilities, also helped Fund performance versus the Index. In the strong-performing consumer discretionary sector, the Fund’s overweight allocation overcame unfavorable stock selection.
  • At the individual stock level, data software company Tableau Software was the Fund’s top performance contributor, as the company continued to benefit from growing demand for data analytics.
  • Online retailer Amazon.com also boosted relative Fund performance versus the Index, as the company posted a strong quarter, reflecting its strong competitive position in e-commerce and cloud computing.
  • The Fund benefited from overweight positions in two companies that outperformed in the period—private-label pharmaceuticals manufacturer Perrigo, the target of a recent takeover bid, and network security company Palo Alto Networks, which has gained share in the fast-growing market for network security.

Detractors 

Factors detracting from the Fund’s relative performance compared to the Index during the quarter:

  • Stock selection in the consumer staples sector detracted meaningfully from the Fund’s performance relative to the Index. Adverse stock selection in health care negated the Fund’s favorable overweight allocation in the outperforming sector. In two underperforming sectors, materials and industrials, the Fund’s favorable underweights were more than offset by poor stock selection.
  • At the individual stock level, natural foods specialty grocer Sprouts Farmers Markets was the biggest detractor from the Fund’s relative performance, as deflation in produce prices has hurt the company’s gross margins.
  • Other notable individual detractors included social media leader Twitter, which experienced some weakness in ad revenues, and shortline railroad operator Genesee & Wyoming, which (along with other transportation stocks) was adversely affected by lower commodity volumes.
  • The Fund’s lack of holdings in biopharmaceutical company Gilead Sciences also hurt relative performance versus the Index, as the stock outperformed in the period.

Investment Outlook And Fund Positioning 

Going forward, many investors will be focused on the Fed for a possible September increase in short-term interest rates, which have been anchored near zero since 2008.

While some market observers warn that the Fed’s first rate hike could have a negative impact on stocks, others believe the likelihood of rising rates may already be built into equity valuations. These latter observers point to stocks’ fairly muted reaction to the ongoing rate discussion, along with the market’s positive response to the Fed’s pledge to raise rates slowly.

On the economic front, investors will be looking for evidence of continued improvement in the U.S. labor and housing markets. Many will also be closely monitoring the lagging U.S. manufacturing sector, hoping for signs of renewed strength. In addition, economic weakness in China and other emerging markets will remain a source of concern to many investors. Globally and especially in Europe, equity market prospects (at least in the near term) are likely to reflect the outcome of the Greek financial crisis. Some significant changes to the Fund’s portfolio during the quarter were in financials, where we added McGraw Hill, which has experienced improved profitability, and sold Discover Financial Services based on our views regarding the firm’s loan growth and credit metrics. In the consumer staples group, we purchased Mondelez, one of the few food companies that has seen solid sales growth in a difficult environment, and stepped away from Hershey, which has not shown the top-line gains we had expected.

As always, our investment process remains focused on identifying the most promising growth companies that appear to be trading at attractive valuations, while maintaining our disciplined risk parameters.

Top 10 Holdings (%)4,5as of Jun 30, 2015

Apple Inc 6.41
Google Inc Class C 4.96
Amazon.com Inc 4.01
Facebook Inc 3.97
Priceline Group Inc 3.63
Biogen Inc 3.50
Visa Inc 3.16
Celgene Corp 3.09
Home Depot Inc 3.00
Dollar General Corp 2.96
Total 38.70


The views expressed in this report are those of portfolio manager(s) and are current only through the date stated at the top of this page. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. This commentary may contain statements that are not historical facts, referred to as "forward looking statements". The Fund's actual future results may differ significantly from those stated in any forward-looking statement, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of investment advisory, administrative and service contracts, and other risks discussed from time to time in the Fund's filings with the Securities and Exchange Commission.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Attribution

Sector Attributionas of Jun 30, 2015

Fund Russell 1000 Growth Index1 Attribution
Sectors Average Weight Total Return Contrib. to Return Average Weight Total Return Contrib. to Return Allocation Effect Selection Effect Total Effect
3 Month Attribution
Consumer Discretionary 20.49 2.60 0.56 18.94 2.91 0.49 0.07 -0.03 0.04
Consumer Staples 6.69 -10.57 -0.76 10.43 -1.92 -0.19 0.08 -0.67 -0.59
Energy 0.68 -4.35 -0.03 4.52 0.07 0.02 0.06 -0.03 0.02
Financials 5.78 3.20 0.16 5.31 -2.21 -0.11 0.01 0.29 0.30
Health Care 18.83 1.10 0.21 14.48 4.00 0.49 0.20 -0.53 -0.32
Industrials 9.47 -6.72 -0.65 11.52 -5.04 -0.58 0.12 -0.17 -0.06
Information Technology 32.19 2.64 0.86 28.64 0.25 0.08 0.03 0.74 0.77
Materials 2.35 -4.85 -0.10 3.96 -0.49 -0.01 0.01 -0.09 -0.09
Telecom Services 0.00 0.00 0.00 2.12 -3.23 -0.06 0.07 0.00 0.07
Utilities 0.00 0.00 0.00 0.08 -12.44 -0.01 0.01 0.00 0.01
Cash 3.53 0.00 0.00 0.00 0.00 0.00 -0.02 0.00 -0.02
Total 100.00 0.26 0.26 100.00 0.12 0.12 0.64 -0.50 0.14
1 Year Attribution
Consumer Discretionary 18.68 19.66 3.63 18.54 16.30 2.81 0.09 0.74 0.83
Consumer Staples 7.25 -3.75 -0.04 10.48 10.15 1.11 -0.04 -0.91 -0.96
Energy 2.08 -37.08 -1.22 4.98 -24.47 -1.60 0.80 -0.02 0.78
Financials 6.29 2.88 0.06 5.37 4.81 0.29 0.04 -0.24 -0.20
Health Care 18.28 30.96 5.26 14.06 30.61 3.84 0.82 0.16 0.98
Industrials 9.58 0.20 0.18 11.88 1.77 0.35 0.21 -0.14 0.07
Information Technology 31.04 24.46 7.22 28.31 13.26 3.64 0.17 3.12 3.29
Materials 2.71 -11.99 -0.34 4.07 1.60 0.08 0.07 -0.34 -0.27
Telecom Services 0.00 0.00 0.00 2.23 0.60 0.04 0.22 0.00 0.22
Utilities 0.00 0.00 0.00 0.09 -10.67 -0.01 0.03 0.00 0.03
Cash 4.08 0.02 0.00 0.00 0.00 0.00 -0.56 0.00 -0.56
Total 100.00 14.75 14.75 100.00 10.55 10.55 1.84 2.36 4.20


Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative.

Additional Notes 

Source: Factset.

Attribution analysis shows the contribution of indicated factor exposures to a portfolio's relative total return versus a designated benchmark. Results are based on each day's ending holdings, and linked to generate attribution over longer periods. Portfolio returns do not reflect applicable expenses and trading costs, or variations in transaction prices from end of day values.

Allocation Effect 

Measures portfolio's excess return due to over or under-weighting a sector.

Selection Effect 

Measures portfolio's excess return from selecting individual stocks within each sector.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Management

Biography
Lewis R. Piantedosi

Lewis R. Piantedosi

Vice President, Eaton Vance Management
Joined Eaton Vance 1999

Lewis Piantedosi is a vice president of Eaton Vance Management, portfolio manager and team leader of Eaton Vance’s growth team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 1993.

Lew began his career in the investment management industry with Eaton Vance, where he worked for three years. He then served as partner, portfolio manager and equity analyst with Freedom Capital Management for another three years before rejoining Eaton Vance in 1999.

Lew earned a B.A. from Framingham State College and an MBA from Bentley University.

Education
  • B.A. Framingham State College
  • M.B.A McCallum Graduate School of Business, Bentley College
Experience
  • Managed Fund since inception
Biography
Yana S. Barton, CFA

Yana S. Barton, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 1997

Yana Barton is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s growth team. She is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. She is a member of the firm’s Equity Strategy Committee. She began her career in the investment management industry with Eaton Vance in 1997.

Yana earned a B.S. from the University of Florida. She is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S.B.A., The University of Florida
Experience
  • Managed Fund since inception

Fund Literature

Fund Literature

Annual Report

Attribution

Commentary

Fact Sheet

Full Prospectus

Holdings-1st or 3rd fiscal quarters-www.sec.gov

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    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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    The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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