U.S. Small-Mid Cap Growth Fund

Approach

• Invests primarily in a diversified portfolio of equity securities issued by small- and medium-sized U.S. companies
• Applies a time-tested, fundamental research approach to assess a company’s growth sustainability and critical success factors
• Aims to outperform over the long-term with lower levels of risk
• The Fund is classified as a financial product under Article 8 of the EU Sustainable Finance Disclosure Regulation. The Fund promotes environmental or social characteristics but does not have a sustainable investment objective

Risk Considerations

• The value of shares and any income from them can increase or decrease and an investor may not get back the amount originally invested
• The Fund focuses its investments in the United States and will have greater exposure to the market, political and economic risks of that country than if it was more diversified across a number of countries
• Smaller companies may be more adversely affected by poor economic or market conditions, and may be traded in low volumes, which may increase volatility and liquidity risks