Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund pursues total return through flexible global multi-asset allocation consistent with environmental, social and governance investing principles. It invests across the full spectrum of asset classes including equities, fixed income securities, money market instruments, and collective investment schemes worldwide. The strategy applies ESG screening methodologies to exclude companies with exposure to controversial sectors while selecting investments based on sustainability characteristics. Through dynamic asset allocation and ESG integration, the fund seeks balanced growth and income while promoting positive environmental and social outcomes, suitable for investors desiring diversified multi-asset exposure with strong sustainability credentials under Article 8 SFDR classification. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +16.70% | +16.70% |
| 3-Year Return | +36.47% | +10.91% |
| 5-Year Return | +28.84% | +5.20% |
| 10-Year Return | +104.83% | +7.43% |
| All Time Return | +155.60% | +5.89% |
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