Overview

Growth of $10,000

10-year period ended 12/31/2015

  • Class A at NAV

Average Annual Returns (%)Dec 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
01/31/2016
Fund at NAV -5.09 -4.92 -5.09 5.42 11.38 11.94 10.28
Fund w/Max Sales Charge -10.54 -10.37 -10.54 -0.63 9.21 10.62 9.63
Russell 2500 Index2 -7.97 -9.99 -7.97 -8.77 7.00 8.21 5.94
12/31/2015
Fund at NAV -2.43 7.34 9.46 9.46 15.94 13.35 11.58
Fund w/Max Sales Charge -8.05 1.17 3.17 3.17 13.67 12.02 10.92
Russell 2500 Index2 -4.07 3.28 -2.90 -2.90 12.46 10.32 7.55
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 FactsJan 31, 2016

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $6.2B
Minimum Investment $1000
Expense Ratio3 1.22%
CUSIP 277902656

Top 10 Holdings (%)4,5Dec 31, 2015

Markel Corp
ANSYS Inc
DENTSPLY International Inc
SEI Investments Co
Sally Beauty Holdings Inc
Equifax Inc
Acuity Brands Inc
Fair Isaac Corp
Blackbaud Inc
Henry Schein Inc
Total 33.10

Portfolio Management

Charles B. Reed, CFA Managed Fund since inception
William O. Bell IV, CFA Managed Fund since 2004
W. Matthew Hereford, CFA Managed Fund since 2004

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 performance is sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 (%)Dec 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
01/31/2016
Fund at NAV -5.09 -4.92 -5.09 5.42 11.38 11.94 10.28
Fund w/Max Sales Charge -10.54 -10.37 -10.54 -0.63 9.21 10.62 9.63
Russell 2500 Index2 -7.97 -9.99 -7.97 -8.77 7.00 8.21 5.94
Morningstar™ Mid-Cap Growth Category6 -8.41 -10.05 -8.41 -7.48 7.38 7.42 5.54
12/31/2015
Fund at NAV -2.43 7.34 9.46 9.46 15.94 13.35 11.58
Fund w/Max Sales Charge -8.05 1.17 3.17 3.17 13.67 12.02 10.92
Russell 2500 Index2 -4.07 3.28 -2.90 -2.90 12.46 10.32 7.55
Morningstar™ Mid-Cap Growth Category6 -2.82 3.31 -0.95 -0.95 12.82 9.59 7.16
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 (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 14.43 11.74 -26.20 34.94 25.53 5.44 13.91 35.72 4.90 9.46
Russell 2500 Index2 16.17 1.38 -36.79 34.39 26.71 -2.51 17.88 36.80 7.07 -2.90

Fund Facts

Expense Ratio3 1.22%
Class A Inception 11/28/2003
Performance Inception 04/30/2002
Distribution Frequency Annually

Risk Measures (3 Year)7Jan 31, 2016

Alpha (%) 5.29
Beta 0.83
R-Squared (%) 87.45
Standard Deviation (%) 11.61
Sharpe Ratio 0.98

Morningstar™ RatingsJan 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Mid-Cap Growth
Category
Overall ***** ***** 646
3 Years **** ***** 646
5 Years ***** ***** 580
10 Years ***** ***** 433
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
Feb 10, 2016 $21.77 $0.14
Feb 09, 2016 $21.63 $0.03
Feb 08, 2016 $21.60 $-0.40
Feb 05, 2016 $22.00 $-0.46
Feb 04, 2016 $22.46 $0.22
Feb 03, 2016 $22.24 $0.04
Feb 02, 2016 $22.20 $-0.38
Feb 01, 2016 $22.58
Jan 29, 2016 $22.58 $0.74
Jan 28, 2016 $21.84 $-0.08

Distribution History8

Ex-Date Distribution Reinvest NAV
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
Dec 10, 2015 $1.73540 $23.80
Dec 11, 2014 $0.76110 $23.18
Dec 12, 2013 $0.14780 $22.08
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 performance is sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 (%)5,9Dec 31, 2015

U.S. Common Stocks 94.39
Cash 5.61
Total 100.00

Portfolio StatisticsDec 31, 2015

Average Market Cap $6.7B
Price/Earnings Ratio 21.82
Number of Holdings 50
Price/Book Ratio 3.43

GICS Sector Breakdown (%)5Dec 31, 2015

Sector Fund Russell 2500 Index2
Consumer Discretionary 7.32 14.28
Consumer Staples 1.36 3.06
Energy 1.00 2.94
Financials 20.60 25.67
Health Care 16.24 12.93
Industrials 21.53 14.50
Information Technology 20.92 15.37
Materials 5.42 5.79
Telecom Services 0.00 0.69
Utilities 0.00 4.78
Cash 5.61 0.00

Market Cap Breakdown (%)5,10Dec 31, 2015

> $150 Billion 0.00
$50-150 Billion 0.00
$15-50 Billion 0.00
$5-15 Billion 60.98
$1.5-5 Billion 38.64
< $1.5Billion 0.38

Fund Holdings (%)5,11Dec 31, 2015

Holding % of Net Assets
EV Cash Reserves Fund 5.61%
Markel Corp 4.78%
ANSYS Inc 4.08%
DENTSPLY International Inc 3.65%
SEI Investments Co 3.26%
Sally Beauty Holdings Inc 3.24%
Equifax Inc 3.07%
Acuity Brands Inc 2.97%
Fair Isaac Corp 2.87%
Blackbaud Inc 2.63%
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 performance is sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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

Commentary

A Word On The Markets Dec 31, 2015

Major stock markets worldwide recorded gains for the fourth quarter of 2015, despite a spike in volatility late in the period.

U.S. stocks began the three-month period on the upswing, buoyed by positive economic data. In addition to continued gains in the U.S. job market, other indicators, including housing and auto sales, also showed strength. Expressing confidence in the economy, the U.S. Federal Reserve (Fed) made its long-anticipated move in mid-December 2015, raising interest rates for first time since June 2006. After initially advancing following the Fed announcement, U.S. stocks fell back amid renewed concerns about sluggish global economic growth, falling energy prices and weak corporate profits. In particular, the strong U.S. dollar constrained profits for many multinational firms. While consumer spending rose during the quarter, it failed to meet some expectations for a spending surge driven by savings at the gas pump. In the final month of the period, equity market volatility increased markedly amid weak commodity prices and uncertainty over future interest rates. Globally, China's economic slowdown and falling energy prices weighed on other world economies, particularly large emerging markets such as South Korea, Brazil and South Africa.

Despite the late-period volatility, major stock indexes finished up for the quarter. In the U.S., the Dow Jones Industrial Average advanced 7.70%, while the broader S&P 500 Index12 rose 7.04%. Large-cap U.S. stocks outperformed their small-cap counterparts during the quarter, with growth stocks outpacing value stocks in both the large- and small-cap categories. Globally, the MSCI EAFE Index13 of developed-market international equities returned 4.71% for the period, while the MSCI Emerging Markets Index14 eked out a 0.66% gain.

Performance Summary 

Eaton Vance Atlanta Capital SMID-Cap Fund (the Fund) outperformed its benchmark, the Russell 2500 Index (the Index),2 for the quarter ended December 31, 2015, returning 7.34% for Class A shares at net asset value versus the Index's 3.28% return.

  • U.S. small- and mid-cap equity markets experienced modest gains in the fourth quarter of 2015, with the Index increasing 3.3%. Eight of the 10 economic sectors within the Index saw positive returns during the quarter, led by health care, information technology, utilities and telecommunication services. Energy continued to suffer, as weak commodity prices negatively impacted sector returns.
  • The Fund outperformed the Index during the quarter, driven by a combination of positive stock selection and positive sector allocation.
  • Stock selection was the primary contributor to the Fund's outperformance during the quarter. Selection was positive in six of the eight sectors owned in the Fund, with the strongest contributions coming from industrials and materials.
  • The Fund's underweight in consumer discretionary was the strongest contributor from a sector allocation standpoint.

Average Annual Returns (%)Dec 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -2.43 7.34 9.46 9.46 15.94 13.35 11.58
Fund w/Max Sales Charge -8.05 1.17 3.17 3.17 13.67 12.02 10.92
Russell 2500 Index2 -4.07 3.28 -2.90 -2.90 12.46 10.32 7.55
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 FactsDec 31, 2015

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Expense Ratio3 1.22%

Contributors 

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

  • Stock selection had the largest positive impact on the Fund's relative performance during the quarter, most notably in industrials and materials. Selection was also positive in consumer discretionary, health care, information technology and energy. At the industry level, selection in specialty retail was the Fund's strongest performance contributor relative to the Index.
  • Sector allocation also had a positive impact on the Fund's performance relative to the Index. The Fund's underweights in consumer discretionary and energy were the strongest contributors. At the industry level, an overweight in life sciences tools & services was the strongest contributor.
  • The Fund's top five individual performance contributors included a materials firm (Airgas), an industrials company (Acuity Brands), two health care positions (DENTSPLY and Henry Schein) and a consumer discretionary holding (Sally Beauty).

Detractors 

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

  • Stock selection in financials and consumer staples detracted slightly from Fund performance relative to the Index. At the industry level, selection in diversified financial services detracted.
  • The Fund's cash position was the largest performance detractor from an allocation perspective.
  • The Fund's five greatest individual performance detractors included two industrials companies (Kirby Corporation and Landstar System), two consumer discretionary names (Columbia Sportswear and Morningstar) and a financials firm (Affiliated Managers).

Investment Outlook And Fund Positioning 

As we look back, 2015 presented investors with a very challenging investment environment. A volatile mix of anemic global growth, historically accommodative interest rates and SMID-cap valuations that appear fairly-to-fully valued have investors asking what is next. Will global demand strengthen, allowing for future growth and stock appreciation? Or, is the risk of a global slowdown and recession in our future? The short answer is that no one knows, including us. We believe that the best strategy is to invest in high-quality companies that should perform well in rising markets, while potentially providing downside protection in more volatile periods.

As of quarter-end, the Fund contained 50 stocks representing eight of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the Fund was overweight industrials, information technology and health care. The Fund was underweight financials, energy, consumer staples and materials and had no exposure to utilities or telecommunication services.

Top 10 Holdings (%)4,5Dec 31, 2015

Markel Corp 4.78
ANSYS Inc 4.08
DENTSPLY International Inc 3.65
SEI Investments Co 3.26
Sally Beauty Holdings Inc 3.24
Equifax Inc 3.07
Acuity Brands Inc 2.97
Fair Isaac Corp 2.87
Blackbaud Inc 2.63
Henry Schein Inc 2.57
Total 33.10

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 performance is sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 AttributionDec 31, 2015

Fund Russell 2500 Index2 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 6.90 8.52 0.58 14.41 -1.70 -0.23 0.43 0.71 1.14
Consumer Staples 1.41 1.70 0.03 3.03 2.78 0.09 0.03 0.00 0.02
Energy 1.13 -1.39 0.01 3.38 -9.25 -0.25 0.27 0.09 0.36
Financials 21.46 3.51 0.87 25.65 3.76 0.95 0.00 -0.03 -0.03
Health Care 16.64 11.09 1.83 12.32 7.92 0.93 0.25 0.43 0.68
Industrials 21.66 7.93 1.75 14.61 3.24 0.47 0.03 0.98 1.01
Information Technology 20.94 7.37 1.52 15.28 5.72 0.81 0.15 0.33 0.49
Materials 5.05 23.52 1.07 5.97 3.67 0.23 0.00 0.91 0.91
Telecom Services 0.00 0.00 0.00 0.69 4.88 0.03 0.00 0.00 0.00
Utilities 0.00 0.00 0.00 4.65 5.06 0.24 -0.06 0.00 -0.06
Cash 4.82 0.03 0.00 0.00 0.00 0.00 -0.13 0.00 -0.13
Total 100.00 7.66 7.66 100.00 3.27 3.27 0.97 3.43 4.39
1 Year Attribution
Consumer Discretionary 6.81 -5.23 -0.28 14.64 -5.91 -0.91 0.29 0.11 0.40
Consumer Staples 1.50 9.55 0.17 2.90 -3.14 -0.11 0.02 0.22 0.25
Energy 1.30 -29.79 -0.45 3.55 -39.94 -1.69 1.16 0.10 1.26
Financials 25.34 15.88 4.64 24.68 1.99 0.43 -0.16 3.98 3.81
Health Care 15.99 10.28 1.55 13.01 9.31 1.03 0.32 0.13 0.46
Industrials 22.56 2.59 0.73 14.78 -7.87 -1.15 -0.43 2.47 2.04
Information Technology 19.14 22.13 3.92 15.19 1.86 0.34 0.30 3.47 3.77
Materials 4.43 9.60 0.46 6.14 -12.75 -0.78 0.16 1.20 1.36
Telecom Services 0.00 0.00 0.00 0.66 -10.16 -0.06 0.06 0.00 0.06
Utilities 0.00 0.00 0.00 4.46 -1.15 -0.01 -0.02 0.00 -0.02
Cash 2.93 0.04 0.00 0.00 0.00 0.00 0.29 0.00 0.29
Total 100.00 10.76 10.76 100.00 -2.90 -2.90 1.99 11.68 13.67

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. 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 performance is sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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
Charles B. Reed, CFA

Charles B. Reed, CFA

Vice President and Managing Director
Atlanta Capital Management
Joined Atlanta Capital 1998

Charles (Chip) Reed is a managing director—core equities and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in 1998, Chip was a portfolio manager with the Florida State Board of Administration responsible for managing their internal special situation equity fund.

Chip earned a B.S. in finance from Florida State University and is a CFA charterholder.

Education
  • B.S. Florida State University
Experience
  • Managed Fund since inception
 
Biography
William O. Bell IV, CFA

William O. Bell IV, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 1999

Bill Bell is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in the fall of 1999, Bill was a portfolio manager with the Florida State Board of Administration. He was responsible for managing their internal special situation equity fund.

Bill earned a B.S. in finance from Florida State University and is a CFA charterholder.

Education
  • B.S. Florida State University
Experience
  • Managed Fund since 2004
 
Biography
W. Matthew Hereford, CFA

W. Matthew Hereford, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 2002

Matt Hereford is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in December 2002, Matt was affiliated for five years with INVESCO, where he was responsible for managing their Concentrated Equity portfolio.

Matt earned a B.B.A. in international business from the University of Mississippi. He is a CFA charterholder and is a member of the Atlanta Society of Financial Analysts.

Education
  • B.B.A. University of Mississippi
Experience
  • Managed Fund since 2004
 

Literature

Literature

Fact Sheet

Atlanta Capital Market Commentary

Commentary

Attribution

Annual Report

Full Prospectus

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

Eaton Vance Atlanta Capital SMID-Cap Fund Closing to New Investors

SAI

Think Performance Think Eaton Vance

Semi-Annual Report

Summary Prospectus


 

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    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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