Thornburg Global Opportunities Fund Class R3 (THORX)

The Thornburg Global Opportunities Fund Class R3 strives to achieve significant long-term growth in its asset value. It aims to accomplish this by strategically allocating capital across a wide array of global equity and fixed-income instruments. While a portion of its portfolio may consist of debt, the fund primarily concentrates its investments in a diverse selection of equity-based assets, including ordinary shares, preference shares, and publicly traded real estate investment trusts (REITs). Its investment advisor, Thornburg Investment Management, Inc. (referred to as 'Thornburg'), possesses the flexibility to invest in any stock or other equity security it determines will effectively help the fund meet its overarching objective.