IPO - American Beacon Institutional Funds Trust
Form Type: POS AMI
Filing Date: 2025-02-27
Corporate Action: Ipo
Type: Update
Accession Number: 000113322825001594
Filing Summary: American Beacon Institutional Funds Trust has filed an amendment to its registration statement as a Private Placement Memorandum (PPM) for the American Beacon Diversified Fund. This PPM details the offering of securities that are not registered with the SEC and are aimed at accredited investors and qualified purchasers. The Fund's investment strategy focuses on long-term capital appreciation and current income, utilizing diverse investment strategies including U.S. equity, fixed income, and non-U.S. equity portfolios. Each strategy's asset allocation ranges are specified, with the U.S. equity portfolio primarily investing in large-cap and mid-cap stocks. The fixed income portfolio invests in investment-grade securities, while the non-U.S. equity portfolio targets companies in the MSCI ACWI ex USA Index. The document outlines the risks associated with investing, management strategies, and principal risks relevant to potential investors, as well as the methods of investment and strategies employed by the fund managers. The PPM also informs that securities offerings are subject to regulations under both the Securities Act of 1933 and the Investment Company Act of 1940, emphasizing the necessity of a statement of additional information for full comprehension of the Fund’s investment strategy and risks involved.
Document Link: View Document
Additional details:
Investment Objective: long-term capital appreciation and current income
Us Equity Investment Strategy: invests principally in equity securities of U.S. companies
Fixed Income Investment Strategy: invests principally in U.S. dollar-denominated investment grade fixed income securities
Non Us Equity Investment Strategy: invests principally in equity securities of non-U.S. companies
Principal Risks: includes allocation risk, credit risk, currency risk, environmental social governance investing risk, and equity investments risk
Manager: American Beacon Advisors, Inc.
Sub Advisors: Aristotle Capital Management, LLC, Barrow, Hanley, Mewhinney & Strauss, LLC, Hotchkis and Wiley Capital Management, LLC, Lazard Asset Management LLC, WCM Investment Management, LLC
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