The investment objective of the NPI Global Responsible Financial Services Fund is to provide long-term capital appreciation by investing in equity securities of financial services companies anywhere in the world which fit the Fund's socially responsible investing screening criteria.
This Fund is suitable for the investor who has a long-term focus and can accept a moderate to high level of risk. The investor should consider investing in this fund if they are comfortable with a substantial foreign equity holding of financial services companies around the world.
No load Fund
$ USD Currency
2/20 Management Fee
The Fund invests in a broad selection of 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.
Equity securities of financial services companies around the world
Fund's assets may be held in cash, cash equivalents or fixed income securities
The Fund primarily screens for large-cap financial services 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 Portfolio Advisors' opinion, these companies have above-average earnings growth potential and favourable valuation levels with respect to these expectations and the industry outlook.
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.