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Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:
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Constructing a portfolio of companies with aggregate carbon exposure that is significantly lower (at least 50%) than the carbon exposure of the MSCI World Index
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Integrating factors such as companies’ carbon footprint, their overall carbon reduction strategy, including specific climate targets, proven reductions, and green revenues in view of the global efforts to transition to a lower carbon economy. It also considers other environmental and/or social criteria that might affect companies’ performance
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Employing a disciplined, bottom-up approach that combines fundamental research with proprietary quantitative tools to select stocks that appear to be high quality are attractive based on quality and have reasonable valuations and offer attractive Shareholder returns
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Fund’s prospectus
- Counterparty and custody risk
- Currency risk
- Depositary receipts risk
- Derivatives risk
- Emerging-markets risk
- Equity securities risk
- Hedging risk
- Leverage risk
- Liquidity risk
- Operational (including safekeeping of assets) risk
- Securities lending risk
- Small/mid-cap equities risk