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LIPPER GLOBAL CLASSIFICATION - Refinitiv

LIPPER GLOBAL CLASSIFICATION CATEGORY DEFINITIONS An LSEG Business Date of issue: 15 February 2019 LIPPER GLOBAL CLASSIFICATIONS Contents Introduction .. 5 Monitoring .. 5 Overview .. 5 Asset Type .. 6 Geographic Focus .. 6 Equity .. 7 Countries & Regions .. 7 Market Cap .. 8 Equity [Region] and [Sm & Mid Cap] .. 8 Equity [Country] and [Sm & Mid Cap] .. 8 Equity Emerging Markets [Region] .. 8 Equity Emerging Markets Other .. 8 Equity Frontier Markets .. 9 Equity [Region/Country] and [Income] .. 9 Equity [Country] Diversified.

The purpose of the Refinitiv Lipper Global Classification (LGC) is to create homogeneous groups of funds with comparable investment objectives. Funds within one LGC sector invest in the same financial markets or specific segments of those markets but may adopt different investment strategies or styles to achieve their investment objectives.

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