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
The Portfolio uses the benchmark shown for comparison purposes only. The Portfolio is actively managed and the Investment Manager is not constrained by its benchmark when implementing the Portfolio’s investment strategy.
Ongoing charges include fees and certain expenses of the Portfolio as of the most recent KIID, and may be subject to a cap which is reflected above if applicable.
Holdings are subject to change without notice.
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:
