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Vaughan Nelson fund to close to new investors

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Natixis Global Associates, the distribution arm of Natixis Global Asset Management, will close the Vaughan Nelson Small Cap Value Fund to new investors from 31 July 2009.

Natixis Global Associates, the distribution arm of Natixis Global Asset Management, will close the Vaughan Nelson Small Cap Value Fund to new investors from 31 July 2009.

The fund was launched on 31 December 1996, and currently has USD463m in assets under management, although Vaughan Nelson Investment Management advises nearly USD2.4bn in this same discipline in total.

The fund will remain open to existing shareholders.

‘The best interests of shareholders are central to our decision to close the Vaughan Nelson Small Cap Value Fund to new investors,’ says Lee Lahourcade, president and chief executive officer of Vaughan Nelson Investment Management. ‘Closing the fund will allow its managers to continue identifying undervalued stocks within the confines of the small-cap universe without creating inefficiencies within the investment management process.’

The fund invests in a diversified portfolio of small-cap stocks managed with Vaughan Nelson focusing on absolute return objectives. It is co-managed by Chris Wallis and Scott Weber of Vaughan Nelson Investment Management, both of whom were named to the fund in 2004.

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