| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,317 | $63,948.1 | $71,409.94 | $7,461.84 | 11.67% |
| BATS Exchange | US Country |
The fund operates as a fund of funds, aiming to fulfill its investment objectives through primarily investing in underlying funds. These underlying funds themselves aim for investment outcomes that match their respective indexes, which are selected based on Environmental, Social, and Governance (ESG) criteria. The investment strategy encompasses a mix of underlying equity and fixed income funds chosen for their positive ESG characteristics, reflecting a moderate risk investment profile. This approach underlines a commitment to investing that not only seeks financial return but also considers the impact on society and the environment.
This primary product is designed to invest in a range of underlying funds that align with various ESG principles. The goal is to provide investors with exposure to a diversified portfolio that adheres to environmental, social, and governance values, while also offering the potential for financial returns.
Within the ESG-focused fund of funds, the investments are allocated across selected equity and fixed income funds. These funds are chosen based on their positive ESG characteristics, with an aim to represent a moderate risk investment profile. This allows investors to be exposed to both the growth potential of equities and the income stability of fixed income securities, all within the ESG investing framework.