CLOSED-END FUNDS
Our dedicated team is available at:
800-GABELLI (422-3554)
closedend@gabelli.com

The Gabelli Global Small and Mid Cap Value Trust

Fund Overview for Global Small and Mid Cap Value Trust

Objective

The Gabelli Global Small and Mid Cap Value Trust is a closed-end diversified management investment company whose investment objective is long-term capital growth.

Under normal market conditions, the Fund will invest at least 80% of its total assets in equity securities (such as common stock and preferred stock) of companies with small or medium sized market capitalizations. The Fund currently defines “small cap companies” as those with a market capitalization generally less than $3 billion at the time of investment and “mid cap companies” as those with a market capitalization between $3 billion and $12 billion at the time of investment. At least 40% of its total assets will be invested in the equity securities of companies located outside the United States and in at least three countries.

  The Gabelli Global Small and Mid Cap Value Trust


Fund Structure:   Closed End
Investment Style:   Value
Inception:   June 23, 2014
 
 
Portfolio Manager


Financial Engineering Playbook

 Recent White Paper written by Portfolio
 Manager Christopher J. Marangi

ESG Investing Basics

Explanation of ESG integration and benefits to investors

The Evolution of SRI

Recent White Paper written by Portfolio Managers Christopher C. Desmarais & Kevin V. Dreyer

Water Scarcity & Stewardship

Topic of water scarcity in ESG investing

ESG Investment & Business Case

 


Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund before investing. You can obtain more information about the Fund by calling 1-800-GABELLI (1-800-422-3554).

The Fund’s net asset value (“NAV”) per share will fluctuate with changes in the market value of the Fund’s portfolio securities. Stocks are subject to market, economic, and business risks that cause their prices to fluctuate. Investors acquire shares of the Fund on a securities exchange at market value, which fluctuates according to the dynamics of supply and demand.

Foreign Securities Risk. There is no limitation on the amount of foreign securities in which the Fund may invest. Investing in securities of foreign companies (or foreign governments), which are generally denominated in foreign currencies, may involve certain risks and opportunities not typically associated with investing in domestic companies and could cause the Fund to be affected favorably or unfavorably by changes in currency exchange rates and revaluation of currencies.