Strategy

Seeks long-term capital appreciation by:

  • Investing in US-domiciled 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”) 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 Fund’s prospectus

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:

  • Derivatives risk
  • Equity securities risk
  • Focused portfolio risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk


Fund Literature