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.
In accordance with MiFID II regulations, data for this share class will not be displayed until the share class has more than 12 complete months of data available.
Risks
Typical Investor
Investors who plan to invest for the medium to long term.
The fund may appeal to investors who: