Common use of Historical Performance Information Clause in Contracts

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 185 contracts

Samples: Sub Advisory Agreement (Mercer Funds), Sub Advisory Agreement (Mercer Funds), Sub Advisory Agreement (Mercer Funds)

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Historical Performance Information. To the extent agreed upon by the partiesParties, the Sub-Advisor Adviser will provide the Trust with historical performance information on similarly managed investment companies or for other similarly managed accounts to be included in the Prospectus or for any other uses permitted by applicable law. Provided that the historical performance information so provided is numerically accurate, the Sub-Adviser assumes no liability for its inclusion in the Prospectus, sales literature or advertising or other use by the Adviser or the Trust.

Appears in 27 contracts

Samples: Sub Advisory Agreement (Dunham Funds), Sub Advisory Agreement (Dunham Funds), Sub Advisory Agreement (Dunham Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 27 contracts

Samples: Sub Advisory Agreement (GPS Funds I), Sub Advisory Agreement (GPS Funds I), Sub Advisory Agreement (GPS Funds I)

Historical Performance Information. To the extent agreed upon by the partiesParties, the Sub-Advisor Adviser will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 21 contracts

Samples: Sub Advisory Agreement (Advisorone Funds), Interim Sub Advisory Agreement (Advisorone Funds), Sub Advisory Agreement (Advisorone Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor Adviser will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 17 contracts

Samples: Sub Advisory Agreement (Academy Funds Trust), Sub Advisory Agreement (New River Funds), Sub Advisory Agreement (New River Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor Adviser will provide the Trust Company with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 6 contracts

Samples: Sub Advisory Agreement (Afba 5star Fund Inc), Sub Advisory Agreement (Afba 5star Funds), Sub Advisory Agreement (Afba 5star Fund Inc)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law. The Sub-Advisor is responsible for providing a reasonable description of such historical performance information, and providing any additional information requested by Advisor. The Advisor and Trust are responsible for determining the permissibility under applicable law of the public use of such historical performance information, and any actual use thereof.

Appears in 4 contracts

Samples: Sub Advisory Agreement (GPS Funds I), Sub Advisory Agreement (GPS Funds I), Sub Advisory Agreement (Assetmark Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable lawaccounts.

Appears in 4 contracts

Samples: Sub Advisory Agreement (Genworth Variable Insurance Trust), Sub Advisory Agreement (Genworth Variable Insurance Trust), Sub Advisory Agreement (Genworth Variable Insurance Trust)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor SubAdviser will provide the Trust and the Adviser with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 3 contracts

Samples: Subadvisory Agreement (Oppenheimer Select Managers Series), Subadvisory Agreement (Oppenheimer Select Managers Series), Subadvisory Agreement (Oppenheimer Select Managers Series)

Historical Performance Information. To the extent agreed upon by the partiesParties, the Sub-Advisor Adviser will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law. Provided that the historical performance information so provided is numerically accurate, the Sub-Adviser assumes no liability for its inclusion in the Prospectus, sales literature or advertising or other use by the Adviser or the Trust.

Appears in 3 contracts

Samples: Sub Advisory Agreement (Dunham Funds), Sub Advisory Agreement (Dunham Funds), Sub Advisory Agreement (Advisorone Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts on an anonymous basis to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 2 contracts

Samples: Sub Advisory Agreement (Assetmark Funds), Sub Advisory Agreement (Assetmark Funds)

Historical Performance Information. To the extent agreed upon by the partiesParties, the Sub-Advisor Adviser will provide the Trust with historical performance information on similarly managed investment companies or for other accounts similarly managed by Sub-Adviser to be included in the Prospectus or for any other uses permitted by applicable law. Provided that the historical performance information so provided is numerically accurate, the Sub-Adviser assumes no liability for its inclusion in the Prospectus, sales literature or advertising or other use by the Adviser or the Trust.

Appears in 2 contracts

Samples: Sub Advisory Agreement (Dunham Funds), Sub Advisory Agreement (Dunham Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses uses; provided that any use, including disclosure in the Prospectus, may only be as permitted by applicable lawlaw or regulation as determined by the Sub-Advisor in its reasonable discretion.

Appears in 2 contracts

Samples: Sub Advisory Agreement (MGI Funds), Sub Advisory Agreement (MGI Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on of similarly managed investment companies companies’ porfolios or for of other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 1 contract

Samples: Sub Advisory Agreement (Mercer Funds)

Historical Performance Information. To the extent reasonably agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 1 contract

Samples: Sub Advisory Agreement (Mercer Funds)

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Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor Subadvisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 1 contract

Samples: Sub Sub Advisory Agreement (Mercer Funds)

Historical Performance Information. To the extent agreed upon by the partiesparties and to the extent permitted by applicable law, rule and regulation, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 1 contract

Samples: Sub Advisory Agreement (Mercer Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on for a composite of accounts similarly managed investment companies or for other accounts to be included in by the Prospectus Sub-Advisor or for any other uses permitted by applicable law.

Appears in 1 contract

Samples: Sub Advisory Agreement (Assetmark Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.. [we should talk about the language proposed because the historical performance information requested will be used in the prospectus and we rely upon the subadvisor's ability to calculate this data accurately]

Appears in 1 contract

Samples: Sub Advisory Agreement (MGI Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed for relevant investment companies or for other accounts company portfolios to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 1 contract

Samples: Sub Advisory Agreement (Assetmark Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance total return information on similarly managed investment companies or for other accounts to be included in used by the Prospectus or Trustees for any other uses permitted by applicable lawinternal review purposes.

Appears in 1 contract

Samples: Sub Advisory Agreement (MGI Funds)

Historical Performance Information. To the extent agreed upon by the partiesParties, the Sub-Advisor Adviser will provide the Trust with historical performance information on similarly managed investment companies or for other accounts the Short-Term Bond composite to be included in the Prospectus or for any other uses permitted by applicable law.

Appears in 1 contract

Samples: Sub Advisory Agreement (Advisorone Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies companies, or for other accounts to be included in the Prospectus or for any other uses permitted by applicable lawaccounts.

Appears in 1 contract

Samples: Sub Advisory Agreement (Mercer Funds)

Historical Performance Information. To the extent agreed upon by the parties, the Sub-Advisor will provide the Trust with historical performance information on similarly managed investment companies or for other accounts to be included in the Prospectus or for any other uses permitted by applicable law.; provided however that Sub-Adviser shall have no responsibility to provide composite information which is not readily available;

Appears in 1 contract

Samples: Sub Advisory Agreement (Mercer Funds)

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