Reynders, McVeigh Core Equity Fund Institutional Shares (ESGEX)

Overview

The fund is designed with a dual focus on economic returns and environmental, social, and governance (ESG) criteria, signifying a commitment to not only financial performance but also responsible investing principles. By committing at least 80% of its net assets, alongside borrowings intended for investment purposes, into equity securities that align with the Advisor's ESG criteria, the fund positions itself at the intersection of profitability and sustainable practice. Additionally, the strategy under normal market conditions involves a significant emphasis on investing in large-cap entities, as evidenced by the intention to allocate a minimum of 50% of its net assets into equity securities of companies with market capitalizations exceeding $15 billion. This strategy underlines a balanced investment approach that prioritizes stable, established companies while adhering to ethical investment standards.

Products and Services

The fund offers a focused suite of investment services centered around ethical and growth-oriented strategies. These services are designed to cater to investors looking to balance their financial objectives with ESG considerations. Each product and service is structured to provide both long-term capital growth and adherence to sustainable investment practices.

• Equity Securities Investment: Investing a core portion of its assets in equity securities, the fund seeks out companies that not only pass stringent economic evaluations but also align with specific ESG criteria. This involves a careful selection process to ensure that investments contribute to responsible business practices and sustainable development.
• Large-Cap Focused Portfolio: By directing at least 50% of its net assets into large-cap equity securities, the fund aims to tap into the stability and growth potential of established companies with market capitalizations over $15 billion. This strategy is not just about scale but also about investing in companies that wield significant influence in their respective sectors, with the potential to drive widespread ESG practices and innovation.