Form 497 CALVERT WORLD VALUES
CALVERT EMERGING MARKETS ADVANCEMENT FUND
CALVERT EMERGING MARKETS EQUITY FUND
CALVERT INTERNATIONAL EQUITY FUND
CALVERT INTERNATIONAL OPPORTUNITIES FUND
Supplement to Prospectus dated February 1, 2021
The following changes are effective January 4, 2022:
1. The following replaces “Portfolio Manager” under “Management” in “Fund Summaries – Calvert Emerging Markets Equity Fund”:
Portfolio Managers
Kunjal Gala, Lead Portfolio Manager, Hermes, has managed the Fund since November 2019.
Vivek Bhutoria, CFA, Co-Portfolio Manager, Hermes, has managed the Fund since January 4, 2022.
2. The following replaces the tenth paragraph under “Management.” in “Management and Organization”:
The portfolio managers of the Fund are Kunjal Gala (since November 2019) and Vivek Bhutoria (since January 4, 2022). Mr. Gala has been a Senior Analyst (Asia ex-Japan) for the Hermes Emerging Markets team and a portfolio manager at Hermes for more than 5 years. Mr. Bhutoria has been a Senior Analyst (Asia ex-Japan) for the Hermes Emerging Markets team since 2019. Prior to joining Hermes, he was a Senior Analyst with NN Investment Partners (formerly ING Investment Management) in the global emerging equity team from June 2017 to June 2018 and a Vice President with Deutsche Bank, covering emerging markets equities, from 2011 to 2017.
December 2, 2021 | 39931 12.2.21 |
CALVERT EMERGING MARKETS ADVANCEMENT FUND
CALVERT EMERGING MARKETS EQUITY FUND
CALVERT INTERNATIONAL EQUITY FUND
CALVERT INTERNATIONAL OPPORTUNITIES FUND
Supplement to Statement of Additional Information dated February 1, 2021
The following changes are effective Janauary 4, 2022:
The following replaces the tables under “Portfolio Managers.” in “Investment Advisory and Administrative Services”:
Number of All Accounts |
Total Assets of All Accounts |
Number of Accounts Paying a Performance Fee |
Total Assets of Accounts Paying a Performance Fee | |
Christopher M. Dyer, CFA | ||||
Registered Investment Companies | 9 | $6,523.8 | 0 | $0 |
Other Pooled Investment Vehicles | 0 | $0 | 0 | $0 |
Other Accounts | 2 | $5.5 | 0 | $0 |
Aidan M. Farrell | ||||
Registered Investment Companies | 3 | $458.1 | 0 | $0 |
Other Pooled Investment Vehicles | 0 | $0 | 0 | $0 |
Other Accounts | 1 | $1.5 | 0 | $0 |
Kunjal Gala | ||||
Registered Investment Companies | 1 | $3,033.8 | 0 | $0 |
Other Pooled Investment Vehicles | 2 | $5,646.4 | 0 | $0 |
Other Accounts | 9 | $4,442.1 | 0 | $0 |
Ian Kirwan | ||||
Registered Investment Companies | 1 | $544.2 | 0 | $0 |
Other Pooled Investment Vehicles | 0 | $0 | 0 | $0 |
Other Accounts | 0 | $0 | 0 | $0 |
Marshall Stocker, Ph.D., CFA | ||||
Registered Investment Companies | 3 | $336.3 | 0 | $0 |
Other Pooled Investment Vehicles | 0 | $0 | 0 | $0 |
Other Accounts | 0 | $0 | 0 | $0 |
Vivek Bhutoria, CFA(1) | ||||
Registered Investment Companies | 0 | $0 | 0 | $0 |
Other Pooled Investment Vehicles | 0 | $0 | 0 | $0 |
Other Accounts | 0 | $0 | 0 | $0 |
(1) | As of October 31, 2021 |
The following table shows the dollar range of equity securities beneficially owned in a Fund by its portfolio manager(s) as of the Funds’ most recent fiscal year ended September 30, 2020 and in the Calvert family of funds as of December 31, 2020.
Fund Name and Portfolio Managers |
Dollar Range of Equity Securities Beneficially Owned in the Fund |
Aggregate Dollar Range of Equity Securities Beneficially Owned in the Calvert Family of Funds |
Emerging Markets Advancement Fund | ||
Marshall Stocker, Ph.D., CFA | None | None |
Emerging Markets Equity Fund | ||
Kunjal Gala | None | None |
Vivek Bhutoria, CFA(1) | None | None |
Fund Name and Portfolio Managers |
Dollar Range of Equity Securities Beneficially Owned in the Fund |
Aggregate Dollar Range of Equity Securities Beneficially Owned in the Calvert Family of Funds |
International Equity Fund | ||
Christopher M. Dyer, CFA | None | None |
Ian Kirwan | None | None |
International Opportunities Fund | ||
Aidan M. Farrell | None | None |
(1) | As of October 31, 2021. |
December 2, 2021 |
Serious News for Serious Traders! Try StreetInsider.com Premium Free!
You May Also Be Interested In
- SumUp Doubles Down on ESG Initiatives for 2024, Announces the Creation of the 'SumUp Forest' in Peru
- Spellers™ Method Launches TV Series For Autism Awareness
- Stonewall Museum exhibit "Standing on the Shoulders of Heroes" comes to CCNY; LGBTQ+ activist Laverne Cox features on May 7
Create E-mail Alert Related Categories
SEC FilingsSign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!