Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver long-term capital growth alongside measurable positive social and environmental impact by investing globally in equities of companies addressing major global challenges. It allocates the portfolio across global equities of companies whose products and services contribute to addressing impact themes including life essentials, human empowerment, and the environment. The strategy employs Wellington Management's specialist impact research focused on identifying companies delivering both financial returns and meaningful, measurable impact aligned with the UN Sustainable Development Goals. Through global impact equity investment emphasizing measurable social and environmental impact, the fund provides differentiated equity exposure aligned with impact investing, appropriate for impact-oriented investors seeking financial returns alongside positive impact outcomes. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +1.66% | +1.66% |
| 3-Year Return | +13.97% | +4.45% |
| 5-Year Return | +0.75% | +0.15% |
| All Time Return | +13.74% | +1.77% |
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