SEI Trust Company:
Each trust referenced is a trust for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts and governmental plans, as more fully described in the respective Declaration of Trust. As bank collective trusts, these CITs are exempt from registration as investment companies. Each trust referenced is managed by SEI Trust Company, the trustee, based on the investment advice of Ceredex Value Advisors LLC, Duff & Phelps Investment Management Co., Kayne Anderson Rudnick Investment Management, LLC, NFJ Investment Group, LLC, or Sustainable Growth Advisers, LP respectively, the investment adviser to the trusts.

Global Trust Company:
This is a bank-sponsored collective investment trust and not a mutual fund. Global Trust Company, a Maine Chartered Non-depository Trust Bank, is the Trustee and maintains and manages the Stone Harbor Collective Investment Trust and Stone Harbor Investment Partners, LLC is the underlying investment manager. The Fund is not FDIC insured or registered as a mutual fund with the Securities and Exchange Commission. Interests in the Trust are offered by the Trustee only to certain qualified employee benefit plans and governmental plans pursuant to a confidential offering memorandum. Neither Stone Harbor Investment Partners, LLC nor the Trustee has any obligation to update this summary. This summary has not been approved by the Securities and Exchange Commission or any other federal or state regulatory agency or foreign securities commission. For further information, qualified plan participants should consult their plan sponsors.

Investing involves risk including loss of principal. There is no guarantee that the goals of a Collective Investment Trust will be met.