Date | Disclosure |
30 April 2024 | New Zealand (“NZ”) Counsel Change of Address for NZ Investors Only
Effective from 30 April 2024, Bell Gully’s Registered Office in New Zealand as stated in the IML/Loomis Sayles/Vaughan Nelson Fund PDSs and Investment Guides has changed to: Deloitte Centre |
30 November 2023 | Effective immediately, the Application form for Vaughan Nelson Global Equity SMID Fund has been updated to include a TMD questionnaire
If mailing your application form, please note that the previous version of the PDF form will be accepted for a grace period up until 31 December 2023. |
26 October 2023 | Updated Target Market Determinations (TMDs) are now available for:
Vaughan Nelson Global Equity SMID Fund Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) Key changes:
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20 December 2022 | Vaughan Nelson Global Equity SMID Fund – Product Disclosure Statement and Investment Guide have been updated.
Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) – Product Disclosure Statement has been updated. Key changes:
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13 December 2022 | Updated Target Market Determinations (TMDs) are now available for: Vaughan Nelson Global Equity SMID Fund Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) These have been reviewed in line with the mandatory review period and there are no significant changes to the TMDs. |