Overview

The Fund has not paid a capital gain since its inception.1

Tax-managed equity investing can help cushion the effect of future increases in income tax and capital gains rates.

Average Annual Returns (%) as of Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
04/30/2015
Fund at NAV 0.68 5.26 1.77 12.38 15.51 12.85 7.42
Fund w/Max Sales Charge -5.11 -0.78 -4.09 5.89 13.24 11.52 6.78
Return After Taxes on Dist w/Max Sales Charge 5.66 13.01 11.33 6.60
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 3.51 10.37 9.20 5.49
S&P 500 Index2 0.96 5.07 1.92 12.98 16.73 14.32 8.32
03/31/2015
Fund at NAV -1.39 1.09 1.09 12.04 15.03 12.76 7.07
Fund w/Max Sales Charge -7.04 -4.74 -4.74 5.61 12.78 11.44 6.43
Return After Taxes on Dist w/Max Sales Charge 5.39 12.55 11.24 6.25
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 3.36 10.00 9.13 5.19
S&P 500 Index2 -1.58 0.95 0.95 12.73 16.11 14.46 8.01
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Fund Facts as of Apr 30, 2015

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Investment Objective Long-term, after-tax return
Total Net Assets3 $2.9B
Minimum Investment $1000
Expense Ratio4 0.99%
CUSIP 277911483

Top 10 Holdings (%)5,6 as of Apr 30, 2015

Apple Inc
Google Inc
Exxon Mobil Corp
Walt Disney Co
NIKE Inc
Intel Corp
JPMorgan Chase & Co
Wells Fargo & Co
Facebook Inc
Johnson & Johnson
Total 22.11


Portfolio Management

Lewis R. Piantedosi Managed Fund since 2006
Yana S. Barton, CFA Managed Fund since 2008
Michael A. Allison, CFA Managed Fund since 2008

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are 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. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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 Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
04/30/2015
Fund at NAV 0.68 5.26 1.77 12.38 15.51 12.85 7.42
Fund w/Max Sales Charge -5.11 -0.78 -4.09 5.89 13.24 11.52 6.78
Return After Taxes on Dist w/Max Sales Charge 5.66 13.01 11.33 6.60
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 3.51 10.37 9.20 5.49
S&P 500 Index2 0.96 5.07 1.92 12.98 16.73 14.32 8.32
Morningstar™ Large Blend Category7 0.61 4.91 1.77 10.83 15.47 12.82 7.66
03/31/2015
Fund at NAV -1.39 1.09 1.09 12.04 15.03 12.76 7.07
Fund w/Max Sales Charge -7.04 -4.74 -4.74 5.61 12.78 11.44 6.43
Return After Taxes on Dist w/Max Sales Charge 5.39 12.55 11.24 6.25
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 3.36 10.00 9.13 5.19
S&P 500 Index2 -1.58 0.95 0.95 12.73 16.11 14.46 8.01
Morningstar™ Large Blend Category7 -1.35 1.13 1.13 10.34 14.87 12.97 7.32
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 4.12 13.07 4.13 -33.10 22.59 12.15 0.20 14.87 31.76 12.10
S&P 500 Index2 4.91 15.79 5.49 -37.00 26.46 15.06 2.11 16.00 32.39 13.69

Fund Facts

Expense Ratio4 0.99%
Class A Inception 02/28/2001
Performance Inception 03/29/1966
Distribution Frequency Annually


Risk Measures (3 Year)8 as of Apr 30, 2015

Alpha (%) -1.01
Beta 1.00
R-Squared (%) 98.19
Standard Deviation (%) 9.58
Sharpe Ratio 1.61


Morningstar™ Ratings as of Apr 30, 2015

Time Period Rating Rating (Load Waived) Funds in
Large Blend
Category
Overall *** *** 1346
3 Years ** *** 1346
5 Years ** *** 1200
10 Years *** *** 821
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.

© 2014 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
May 28, 2015 $18.17 $-0.02
May 27, 2015 $18.19 $0.18
May 26, 2015 $18.01 $-0.20
May 22, 2015 $18.21 $-0.04
May 21, 2015 $18.25 $0.05
May 20, 2015 $18.20 $-0.02
May 19, 2015 $18.22 $0.01
May 18, 2015 $18.21 $0.05
May 15, 2015 $18.16 $-0.01

Distribution History9

Ex-Date Distribution Reinvest NAV
Dec 19, 2014 $0.15730 $17.60
Dec 19, 2013 $0.13760 $15.39
Dec 20, 2012 $0.15230 $12.22
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 History9

Ex-Date Short-Term Long-Term Reinvest NAV
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. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are 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. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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 (%)6,10 as of Apr 30, 2015

U.S. Common Stocks 95.01
Foreign Common Stocks 3.68
Cash & Other Assets 1.31
Total 100.00

Portfolio Statistics as of Apr 30, 2015

Average Market Cap $150.1B
Price/Earnings Ratio 18.16
Number of Issuers 380
Price/Book Ratio 3.14
Last Capital Gain Date Never


GICS Sector Breakdown (%)6 as of Apr 30, 2015

Sector Fund S&P 500 Index2
Consumer Discretionary 14.65 12.47
Consumer Staples 10.54 9.51
Energy 6.81 8.49
Financials 16.41 16.14
Health Care 14.65 14.60
Industrials 11.90 10.27
Information Technology 20.96 19.95
Materials 2.27 3.22
Telecom Services 0.36 2.34
Utilities 0.14 3.00
Cash 1.31 0.00


Fund Holdings (%)6,11 as of Mar 31, 2015

Holding % of Net Assets
Apple Inc 3.58%
NIKE Inc 2.22%
Exxon Mobil Corp 2.17%
Walt Disney Co 2.16%
Intel Corp 2.08%
Facebook Inc 1.88%
JPMorgan Chase & Co 1.84%
Wells Fargo & Co 1.82%
United Technologies Corp 1.82%
Johnson & Johnson 1.76%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are 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. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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 Mar 31, 2015

Amid volatile markets, U.S. stocks delivered modest gains in the first quarter of 2015, while major overseas equity markets advanced more strongly.
In the U.S., the three-month period began with mixed economic signals. While the job market continued to improve and consumer confidence increased, domestic stocks swung sharply in January on worries about a possible interest-rate hike by the U.S. Federal Reserve (Fed), slowing growth overseas and some weakening of corporate earnings. In particular, many large U.S. companies felt the impact of the rising U.S. dollar on exports and overseas profits.

As market volatility eased in February, U.S. stocks climbed to new all-time highs. Volatility returned in the final month of the period on renewed anxiety over Fed policy, as well as geopolitical tensions and further signs of global economic weakness. At its March meeting, while the Fed opened the door to a potential rate hike later in the year, it simultaneously indicated caution amid evidence of moderating U.S. economic growth.

Overseas, despite the renewed Greek debt crisis, European stocks rallied during the three-month period, as investor sentiment was buoyed by the European Central Bank’s announcement of a new bond-buying stimulus program. In China, stocks rose on hopes for additional stimulus measures to boost the country’s sluggish economy.

For the quarter, the Dow Jones Industrial Average12 gained 0.33%, while the broader U.S. stock market, as represented by the S&P 500 Index,2 added 0.95%. Globally, the MSCI World Index13 returned 1.82%. The MSCI EAFE Index of developed-market international equities advanced 4.88%, while the MSCI Emerging Markets Index14 rose 2.24%.

Performance Summary 

Eaton Vance Tax-Managed Growth Fund 1.2 (the Fund) outperformed its benchmark, the S&P 500 Index (the Index), for the quarter ended March 31, 2015, returning 1.09% for Class A shares at net asset value versus the Index’s 0.95% return.

  • The Fund’s outperformance relative to the Index was due largely to sector allocation. Stock selection also made a positive contribution to the Fund’s relative performance.
  • The top-performing economic sectors in the Index were health care, consumer discretionary and telecommunication services, while the worst-performing Index sectors were utilities, energy and financials.
  • Of the 10 economic sectors in the Index, six posted positive returns for the quarter. The Fund also had positive returns in six of the 10 sectors.

Average Annual Returns (%) as of Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -1.39 1.09 1.09 12.04 15.03 12.76 7.07
Fund w/Max Sales Charge -7.04 -4.74 -4.74 5.61 12.78 11.44 6.43
Return After Taxes on Dist w/Max Sales Charge 5.39 12.55 11.24 6.25
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 3.36 10.00 9.13 5.19
S&P 500 Index2 -1.58 0.95 0.95 12.73 16.11 14.46 8.01
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Fund Facts as of Mar 31, 2015

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Expense Ratio4 0.99%


Contributors 

Consumer discretionary was the Fund’s top-performing sector versus the Index, thanks to stock selection and an overweight position in the outperforming sector. An underweight in the lagging utilities sector also contributed to the Fund’s performance relative to the Index. In the industrials sector, stock selection overcame an unfavorable overweight to help boost the Fund’s relative performance.

  • At the individual stock level, coffee retailer Starbucks Corp. made the largest contribution to the Fund’s performance relative to the Index.
  • Pharmaceutical company Novo Nordisk also contributed positively to the Fund’s performance versus the Index.
  • In addition, entertainment leader Walt Disney Co. and telecommunications giant Verizon Communications, Inc. aided the Fund’s relative performance.

Detractors 

Health care was the Fund’s worst-performing sector versus the Index, primarily due to unfavorable stock selection. Stock selection in the financials and materials sectors also detracted from the Fund’s performance versus the Index.

  • At the individual stock level, computer chip leader Intel Corp. was the biggest detractor from the Fund’s performance relative to the Index.
  • Electrical equipment giant Emerson Electric Co. also detracted from the Fund’s performance versus the Index.
  • Underweight positions in two outperforming stocks, health insurance company UnitedHealth Group Inc. and biotechnology leader Biogen, further hampered the Fund’s performance versus the Index.

Investment Outlook And Fund Positioning 

Equity market volatility may continue in the coming months, as investors await a widely expected interest-rate hike by the Fed. U.S. corporate earnings may remain under pressure from the strong dollar, potentially adding to stocks’ volatility. Many investors will be closely tracking the progress of the U.S. economy, including key indicators for the jobs and housing markets. The manufacturing sector may also be under investor scrutiny for signs of recovery after the first quarter’s unusually harsh winter weather.

Overseas, the impact of the European Central Bank’s bond-buying stimulus program on the region’s lagging economy will be carefully monitored by many investors. Similarly, in China, the outlook for economic improvement and continued stock market gains will likely depend in part on the success of government stimulus initiatives. Stimulus efforts in other key emerging markets (e.g., India and Russia) and in Japan will also bear watching in the period ahead.

Top 10 Holdings (%)5,6 as of Mar 31, 2015

Apple Inc 3.58
Google Inc 2.54
NIKE Inc 2.22
Exxon Mobil Corp 2.17
Walt Disney Co 2.16
Intel Corp 2.08
Facebook Inc 1.88
JPMorgan Chase & Co 1.84
Wells Fargo & Co 1.82
United Technologies Corp 1.82
Total 22.12


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. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are 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. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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

No attribution information is currently available.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are 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. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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 2006
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 2008
Biography
Michael A. Allison, CFA

Michael A. Allison, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2000

Michael Allison is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is responsible for buy and sell decisions, portfolio construction and risk management for a number of the firm’s global core equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2000.

Mike began his career in the investment management industry in 1988. Before joining Eaton Vance, Mike was an equity analyst for Schroder Investment Management North America Inc. He was also affiliated with Fleet Investment Advisors and Phoenix Home Life Mutual Fund Insurance Co.

Mike earned a B.S.B.A. from the University of Denver. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S.B.A., The University of Denver
Experience
  • Managed Fund since 2008

Fund Literature

Fund Literature

Annual Report

Income, Volatility and Taxes Guide

Commentary

Fact Sheet

Taxes: Seeking tax-efficient income and equity

Full Prospectus

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

SAI

Semi-Annual Report

Summary Prospectus

XBRL


 

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    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.

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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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