The investment objective of the NPI U.S. Green Fund is to provide long-term capital appreciation by investing in equity securities of U.S. companies of any market capitalization involved with developing or marketing products or services that mitigate global environmental impact and which fit the Fund's socially responsible investing screening criteria.

Risk Tolerance

Fund Strategies

Holdings

• 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 U.S. equity holding of companies involved with developing or marketing products or services that mitigate negative global environmental impacts.

  No load Fund

  $ USD Currency

  2/20 Management Fee

  Aggressive

  
  
  
  
  

• The Fund invests primarily in a broad selection of U.S. equity securities including convertibles and warrants. The Fund may invest up to 20% of its assets (at market value at time of purchase) in foreign (non-U.S.) securities. 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.

  U.S. Equity (including convertibles and warrants)

  Up to 20% of the Fund's assets may be held in foreign securities 

   

• The Fund screens for U.S. companies of any market capitalization that have developed or are developing or marketing products or services that address commercial and consumer needs of mitigating global environmental impacts without undermining sustainability.

  The Fund seeks to invest in companies that, among other screening criteria, 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 and the industry outlook.