Strategy
Investment Objective
The fund is actively managed and invests mainly in a diversified portfolio of shares of companies in the United States. The investment manager will focus on companies that it believes contribute to a positive social or environmental impact through their products or services, and that appear to offer superior growth prospects and investment characteristics.
Investment Approach
- Dual mandate seeks both long-term capital growth and positive environmental or social impact by investing in durable growing businesses with measurable impact criteria.
- Strategy is aligned with the UN Sustainable Development Goals (UN SDGs), a globally recognized framework designed to end poverty, protect the planet, and ensure prosperity
- Pursuing positive impact drives every investment decision, which we assess across two pillars: 1) climate and resource impact; and 2) social equity and quality of life;
- Strategy applies a high-conviction, impact-oriented approach designed to create a portfolio that is diversified and optimally balances risk and opportunity.
Past performance is not a guarantee or a reliable indicator of future results.
Risks
Typical Investor
Investors who plan to invest for the medium to long term.
The fund may appeal to investors who: