| NASDAQ (NMS) Exchange | United States Country |
The described fund is a sustainable investment fund that commits a significant portion of its assets toward equities that meet specific sustainability criteria determined by the Advisor. The fund primarily focuses on investing in large-cap companies based in the United States, but it does not limit its portfolio to this market alone and can invest in companies of any size and from any country. It places a strong emphasis on sustainability, ensuring that at least 80% of its net assets, along with any borrowed funds for investment purposes, are allocated toward equities that align with its sustainability objectives. This strategic focus underscores the fund's commitment to not just financial returns but also to generating positive environmental and social outcomes.
The fund offers a focused range of investment options aimed at investors seeking sustainable investment opportunities. These services include: