Description

This actively managed fund aims to deliver long-term capital appreciation. Its investment selection process begins by identifying companies from the comprehensive Nasdaq Global Index. The managers then apply rigorous environmental, social, and governance (ESG) screening, utilizing Sustainalytics' proprietary metrics. This process identifies firms that excel in managing their ESG risks and opportunities, ensuring only sustainability leaders are considered for the portfolio. The resulting portfolio is concentrated, typically featuring around 50 individual equities, each allocated an equal weighting.