Green Century Balanced Fund (GCBLX)

Overview

The company in question operates an investment fund that strategically focuses on integrating sustainable and responsible investment criteria into its operations. It dedicates its vast majority of assets to the acquisition of common stocks that are part of the underlying index, designed to reflect the performance of the MSCI World ex USA SRI Index. However, it distinctly excludes any stocks associated with companies engaged in the exploration, extraction, production, manufacturing, or refining of coal, oil, or gas. Furthermore, companies involved in producing or transmitting electricity derived from fossil fuels or those transmitting natural gas, as well as those holding carbon reserves, are also omitted from their investment portfolio. This approach aligns the fund’s investment strategies with environmentally conscious and sustainable investment principles, catering to investors who seek to make a positive impact while pursuing financial returns.

Products and Services

• Investment in Common Stocks of MSCI World ex USA SRI Index Constituents

  This product involves the fund investing primarily in the common stocks that form the MSCI World ex USA SRI Index, sans stocks from companies with activities in coal, oil, gas, fossil fuel-based electricity, or gas transmission, or those having carbon reserves. This investment option is tailored for investors looking to diversify their portfolios across a broad spectrum of industries and geographic locations, excluding those not aligned with sustainably responsible investing criteria.