| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BB Brian Baylis Bell Investment Advisors Inc. | 806 | $17,180.11 | $37,301.68 | $20,121.57 | 117.12% |
| ARCA Exchange | US Country |
The described fund is designed to provide investors with exposure to a specific subset of the global equities market, focusing particularly on emerging markets within the context of climate-aware investing. It aligns with the MSCI ACWI Select Climate 500 Index's methodology, targeting approximately 500 companies’ stocks that are deemed to perform significantly in matters related to climate change mitigation or adaptation. The strategy emphasizes investing a minimum of 80% of the fund’s total assets in the securities that constitute the parent index, including depositary receipts. This approach underscores a commitment to climate considerations while tapping into the growth potential of emerging markets. The fund is classified as non-diverse, indicating a concentrated investment in the assets described, which could lead to higher volatility and risk in exchange for the possibility of substantial returns.
This product focuses on providing investors with access to emerging markets, which are typically characterized by their potential for high growth. Investing in these markets offers the opportunity for significant returns, albeit with increased risk. The fund selects companies based on their performance in climate-related activities, marrying growth potential with environmental responsibility.
Aligning with the MSCI ACWI Select Climate 500 Index, this service ensures investments are made in companies actively engaged in mitigating climate change or adapting to its impacts. This approach not only aims to generate financial returns but also contributes to a positive environmental impact, appealing to ethically and sustainably minded investors.
By designating itself as non-diversified, the fund can allot a substantial portion of its assets to fewer securities, which can potentially increase gains but also raises the risk. This structure is suited for investors looking for focused exposure to the emerging markets and climate solutions sector, and who are comfortable with the heightened risk/reward ratio that comes with less diversification.