NAT Vaughan Nelson U.S. Select Equity I Cap. $

The investment objective of Vaughan Nelson U.S. Select Equity Fund (the "Fund") is to achieve long term growth of capital through an investment process that systematically includes Environmental, Social and Governance ("ESG") considerations. This Fund may not be appropriate for investors who plan to withdraw their money within less than 5 years. The Fund invests primarily in equity securities of U.S. companies and focuses on medium to larger issuers. The Fund is actively managed and uses fundamental analysis-which emphasises a bottom-up approach-to select stocks, searching primarily for companies whose valuations are below their long-term intrinsic value.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No