We are pleased to announce that Lonsec has rated Vaughan Nelson’s Global Equity SMID Fund for the first time. It has awarded it ‘Recommended’ for both the Vaughan Nelson’s Global Equity SMID Fund and Global Equity SMID Fund (Quoted Managed Fund).
Lonsec attributed the ‘Recommended’ rating to:
- the expertise and experience of the portfolio managers
- the funds’ alignment with the SMID universe
- the focus on stock-specific risk as a key driver of performance and
- the potential for future FUM growth.
The report states:
“This rating is supported by the high calibre senior portfolio managers, led by James Eisenman, who are experienced in researching global SMID companies and managing capital.
The investment process is highly aligned with the Manager’s philosophy and consistently applied, incorporating top-down inputs that support bottom-up deep research.”
To read the whole report, please visit please visit lonsec.com.au.
For more information on Vaughan Nelson’s funds, please visit our website:
DISCLAIMER
This publication (the material) has been prepared and distributed by Natixis Investment Managers Australia Pty Limited AFSL 246830 for the Vaughan Nelson Global Equity SMID Fund (the “Fund”) and may include information provided by third parties. The information in this report is provided for general information purposes only and does not take into account the investment objectives, financial situation or needs of any person. Investors Mutual Limited AFSL 229988 is the responsible entity of the unquoted and quoted class units of the Fund. Vaughan Nelson Investment Management, L.P. is the investment manager. This information should not be relied upon in determining whether to invest or continue to invest in the Fund and is not a recommendation to buy, sell or hold any financial product, security or other instrument. In deciding whether to acquire or continue to hold an investment in the Fund, an investor should consider the current PDS and Target Market Determination for the appropriate class of the Fund, available on the website www.VaughanNelson.com.au or by contacting us on 1300 219 207. Past performance is not a reliable indicator of future performance. There is no guarantee the performance of the Fund or any particular rate of return. It may not be reproduced, distributed or published, in whole or in part, without the prior written consent of Natixis Investment Managers Australia Pty Limited and IML.
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