The investment objective of the Portfolio is to achieve long-term capital appreciation. The Portfolio pursues opportunistic growth by investing in a universe of US companies in multiple industries that are positively exposed to environmentally- or socially-oriented sustainable investment themes derived from the UN Sustainable Development Goals (UNSDGs). Under normal circumstances, the Portfolio expects to invest at least 80% of its net assets in equity or equity-related securities of issuers located within the US that the Investment Manager believes are positively exposed to sustainable investment themes.
Fees and Expenses
Fund's portfolio distribution among the different geographical areas.
|United States of America||81,91%|
Fund's investments distribution.
|Waste Management Inc||2,91%|
|Nextera Energy, Inc.||2,78%|
|Lumentum Holdings Inc||2,55%|
|Becton Dickinson & Co||2,54%|
Fund's possitions distribution by the sdctor they belong to.