Description

This Fund's primary goal is to generate a total return for investors, encompassing both capital growth and income, that broadly corresponds to the performance of the Bloomberg SASB Scored US Corporate Ex-Controversies Select Index. Its sustainable investment approach is guided by the Index, particularly through the application of R-Factor scores during its construction. The R-Factor methodology evaluates financially significant metrics to pinpoint long-term value drivers related to environmental impact, human and social capital, business models, leadership, and corporate governance. Furthermore, the Index imposes exclusionary screens, rejecting companies implicated in extreme controversies, controversial weapons manufacturing, breaches of United Nations Global Compact (UNGC) principles, civilian firearms production, thermal coal extraction, and tobacco-related activities.