The investment objective of the NPI Global Equity and Social Responsibility Fund is to provide long-term capital appreciation by investing in a diversified portfolio of equity securities of companies located anywhere in the world which fit the Fund's socially responsible investing screening criteria.
This Fund is suitable for the growth-oriented investor who has a long-term focus and can accept a moderate level of risk. The investor should consider investing in this fund if they are comfortable with a substantial foreign equity holding.
No load Fund
$ USD Currency
2/20 Management Fee
The Fund invests primarily in a broad selection of foreign equity securities including convertibles and warrants. In periods of unusual market conditions or while seeking investment opportunities, a significant portion of the Fund's assets may be held in cash, cash equivalents or fixed income securities.
Global Equity (including convertibles and warrants)
Up to 15% of the Fund's assets may be held in cash, cash equivalents or fixed income securities
The Fund screens for primarily large-cap companies located anywhere in the world which typically possess strong management capabilities, strategic advantages, financial health and fit the Fund's social responsibility criteria. In the Fund's opinion, these companies have above-average earnings growth potential and favourable valuation levels with respect to these expectations.
The Fund seeks to invest in companies that, among other screening criteria, achieve excellence in global environmental impact management; have positive employment and labour practices; contribute to socio-economic development through community involvement initiatives; and maintain an admirable corporate governance policy.