| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Westmount Partners LLC Westmount Partners LLC | 17,402 | $365,985.04 | $340,383.12 | -$25,601.92 | -7% |
| NASDAQ (NMS) Exchange | US Country |
This fund is designed for investors looking for income through fixed income securities, with a unique emphasis on responsible investing criteria. It operates with the flexibility to invest in a wide range of fixed income securities, irrespective of the issuer's credit quality, capitalization, or the maturity of the securities. The strategy allows significant investment in high yield or "junk" bonds, potentially up to 100% of its assets, offering a balance between risk and reward. The fund's non-diversified status further signifies a concentrated investment approach, aiming to capitalize on specific opportunities deemed to align with its responsible investing philosophy.
Investment in a broad array of fixed income securities forms the core offering of the fund. This includes bonds and other debt instruments that generate regular income. The fund focuses on securities that meet specific responsible investing criteria, reflecting an ethos of ethical investment alongside potential financial returns. This approach caters to investors seeking income while adhering to responsible investing principles.
As part of its strategy, the fund may allocate a significant portion of its assets to high yield or "junk" bonds. These are lower-quality fixed income securities that offer higher interest rates due to their increased risk of default. This option is for investors willing to take on more risk for the possibility of higher returns, within a framework that still emphasizes responsible investing criteria.