Description

To achieve its investment objectives, this fund normally invests at least 80% of its total net assets (plus any capital acquired through borrowing for investment) in equity securities. The portfolio management team prioritizes businesses whose offerings are deemed to foster beneficial environmental or social outcomes and promote sustainable economic growth. The fund typically maintains a concentrated portfolio, generally comprising between 50 and 70 equity holdings. While primarily consisting of common stocks, the portfolio may also include other equity-linked instruments such as depositary receipts and warrants.