Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class (CFGIX)

Overview

The company focuses on investment in sustainable infrastructure, targeting at least 80% of its net assets in equity securities of companies engaged in the operation or ownership of infrastructure or sustainable assets globally. With a preference for publicly traded entities in developed markets across North America, Western Europe, and Asia Pacific regions, it aims to support and invest in the shares of companies, ETFs, or units of master limited partnerships. These entities are expected to own, operate, or both, real infrastructure or sustainable assets worldwide, underscoring the fund's focus on sustainability within the infrastructure sector. The fund is characterized as non-diversified, indicating a concentrated investment strategy rather than spreading investments across a wide array of assets.

Products and Services

• Equity Securities of Sustainable Infrastructure Companies:

  The main focus of the company is on equity securities of companies that manage or own sustainable infrastructure. This includes a wide array of assets deemed essential for the functioning of economies, such as energy, water, and transportation systems, with a sustainability focus to ensure future-readiness and resilience against environmental impacts.

• Investments in Developed Markets:

  Capitalizing on the stability and regulatory frameworks of developed markets, the fund invests in entities listed on stock exchanges across North America, Western Europe, and the Asia Pacific (specifically in Australia, New Zealand, Singapore, Japan, and Hong Kong). This strategic focus ensures that investments are directed towards companies within robust economic systems, likely driving steady returns.

• Direct Investment in Shares, ETFs, or Units of Master Limited Partnerships:

  This approach provides the fund with flexibility and breadth in investment options, spanning direct shares of infrastructure companies to broader investments in ETFs or master limited partnerships. This strategy enables a diversified exposure to the sustainable infrastructure sector, leveraging various investment vehicles to tap into emerging opportunities across the globe.