Description

The fund aims to fulfill its investment objectives by allocating at least 80% of its net assets (plus any borrowed funds for investment) to various equity holdings under typical market conditions. Its investment strategy focuses on companies whose offerings, in the view of the portfolio managers, promote positive environmental or social improvements and contribute to sustainable economic progress. The portfolio commonly holds a concentrated selection of 50 to 70 equity securities, primarily composed of common shares, though it may also include other financial instruments such as depositary receipts and warrants.