-
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:
-
Investing in a global universe of companies that are positively exposed to environmentally or socially oriented sustainable investment themes that are broadly consistent with the United Nations Sustainable Development Goals such as health, climate or empowerment
-
Using top-down investment processes to uncover the most attractive companies and securities fitting into these themes
-
Utilizing bottom-up research to assess a company’s exposure to environmental, social and corporate governance (“ESG”) factors as well as its prospective earnings growth, valuation and quality of management
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Portfolio's prospectus
- Allocation risk
- Derivatives risk
- Emerging-markets risk
- Equity securities risk
- Focused portfolio risk
- OTC derivatives counterparty risk
- Portfolio turnover risk
- Real estate investment trust (REIT) risk