Vaughan Nelson Emerging Markets Fund (ADVMX)

Overview

The fund described focuses on investing primarily in equity securities of companies which are significantly involved in emerging markets. This includes companies that are listed, domiciled, or have substantial operational activities in these regions. Specifically, it commits at least 80% of its net assets, including funds borrowed for investment purposes, into such equity securities. Emerging markets are pivotal to the fund’s strategy, targeting businesses that attribute at least 50% of their revenues, profits, assets, or production capacities to these regions.

Products and Services

• Equity Securities Investment:

  This product focuses on the acquisition of stocks or equivalent in companies that are deeply rooted in emerging markets. The fund's strategy is to invest in businesses that are either listed, domiciled, or operational at a significant level within these developing regions.

• Emerging Markets Focus:

  The service revolves around investing in entities that derive a significant portion of their income or profits from, or allocate a notable fraction of their assets or production facilities to emerging market countries. This indicates a targeted approach towards markets that are considered to be in the development phase but are poised for growth.