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Time and again, investors are reminded about the importance of diversification. The daily news, even in the financial media, is dominated by coverage of short-term trends that cause investors to make quick moves. But adding exposure within your portfolio to a strategy that encompasses longer economic trends with a global focus can lower your overall risk while also giving you new opportunities to make money.
The First Eagle Global Fund had $70.6 billion in assets under management as of Dec. 31. The fund’s history goes all the way back to 1970. It is benchmarked to the MSCI World Index, which is made up of large-cap and midcap stocks across 23 developed markets, including the U.S. In 2025, this index returned 21.1%, ahead of the 17.9% return for the S&P 500
SPX. Meanwhile, the First Eagle Global Fund’s Class A shares SGENX returned 31.6% (excluding sales charges) and its Class I SGIIX shares returned 31.9%. All investment returns in this article include reinvested dividends and exclude any sales charges.
