About SGIIX
First Eagle Global Fund Class I is an institutional mutual fund structured as a global allocation strategy. Its principal objective is to achieve long-term capital growth by investing primarily in a mix of U.S. and international equities, as well as securities convertible into common stocks. Uniquely, the fund is not constrained by company size and may allocate assets to large, medium, or small-cap companies. It also has notable flexibility to invest in fixed income instruments, gold, other precious metals, and related futures, offering multi-asset exposure for risk mitigation and return enhancement.
The fund is managed by an experienced team with a reputation for a risk-aware, conservative investment approach, which contributes to its appeal as a globally diversified, moderately aggressive allocation vehicle. Its investment style leans towards large value equity holdings, and it typically maintains a lower portfolio turnover, reflecting a long-term, disciplined process. The fund's top holdings include a significant allocation to gold bullion and major global corporations across technology, healthcare, energy, and consumer sectors. First Eagle Global Fund Class I plays a key role in the market by offering diversified international and multi-asset exposure for investors seeking capital appreciation with a defensively oriented allocation methodology.
Fund Family First Eagle
Category Unclassified
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SGIIX
Share Class Class I
Index MSCI World NR USD
SGIIX had a total return of 15.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.69%.
