Trillium ESG Global Equity Fund Investor Shares (PORTX)

Overview

This fund is focused on leveraging the investment potential of small to mid-sized companies while adhering to strict Environmental, Social, and Governance (ESG) criteria. By concentrating on companies whose market capitalizations align with those found within the S&P 1000® Index, the fund positions itself to offer a strategic blend of growth and responsibility. The commitment to invest a significant portion of its assets—80% or more—into these selected companies underscores a dedicated approach to fostering sustainable investment practices alongside financial growth. This strategy not only aims to generate competitive returns for investors but also to support companies that are making a positive impact in terms of ESG principles.

Products and Services

The fund's main product is its investment portfolio, structured around two primary principles:

• Equity Securities of Small and Mid-Sized Companies: Investments are primarily made in equity securities, such as stocks, of small to mid-sized companies. These are defined based on their market cap fitting within the parameters of the S&P 1000® Index at the time of purchase. This category aims to capture the growth potential of these organizations while managing risk through diversification.
• ESG Criteria Alignment: Each company selected for investment is scrutinized through the lens of ESG criteria set by the Adviser. This ensures that investments are not just financially sound but also aligned with the values of social responsibility, environmental sustainability, and governance integrity. By focusing on businesses that adhere to these principles, the fund appeals to investors who prioritize ethical considerations alongside financial returns.