The investment objective of the NPI U.S. Social Responsibility Index Fund is to provide capital appreciation by obtaining a return that approximates the performance of the Russell 1000 while selecting investment holdings that 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 tolerance of risk. The investor should consider investing in this fund if they are comfortable with a substantial holding of U.S. securities.
No load Fund
$ CAD Currency
2/20 Management Fee
The Fund follows a "passive" management strategy to create a portfolio of equity securities which fits the Fund's social responsibility criteria in order to match the performance of the Russell 1000.
Equity securities issued by U.S. entities
Fund may use "optimization" and "full replication" strategies
The Portfolio Advisors may use an "optimization" strategy whereby securities are selected based on industry weightings, market capitalization, and certain fundamental characteristics to match the Russell 1000 Index. The Portfolio Advisors may use a "full replication" strategy whereby securities are held in the same proportion as the Russell 1000 Index.