About PEIEX
P/E Global Enhanced International Fund Institutional Class is an open-end mutual fund designed to seek total return through a sophisticated blend of global equity and currency exposure. Managed by P/E Global LLC, the fund primarily invests in exchange-traded futures, including equity index futures—such as those tracking the MSCI EAFE Index—and currency futures, providing access to developed market equities and major international currencies outside the United States and Canada. The fund may also utilize forward contracts and maintains a substantial allocation to cash management instruments like U.S. Treasury securities, money market instruments, and other fixed-income securities.
The investment approach combines both qualitative and quantitative methods, leveraging the manager's Enhanced International Equity Strategy. This strategy aims to merge the return profiles of international equity indices with a proprietary, conservative foreign exchange strategy that excludes gold exposure. Targeting institutional investors, the fund offers diversification across regions and asset classes while seeking to carefully control volatility. As a registered commodity pool, it is overseen by the Commodity Futures Trading Commission, reflecting its use of futures and derivatives to achieve its investment objectives. Overall, the fund plays a distinctive role within the foreign large blend category, delivering international exposure through a dynamic and risk-managed framework.
Fund Family P/E Global LLC
Category Foreign Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol PEIEX
Share Class Institutional Class
PEIEX had a total return of 21.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.21%.
