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 by investing in equities of companies globally that meet sustainability criteria across environmental, social, and governance dimensions. It allocates at least two-thirds of assets to equity securities of companies worldwide that have been assessed as ESG leaders or improvers, with sector and country positioning informed by both fundamental and sustainability research. The strategy combines proprietary ESG analysis with fundamental bottom-up equity research, focused on identifying companies that integrate sustainability into their business models and demonstrate long-term value creation potential. Through global sustainable equity investment emphasizing ESG integration and quality, the fund provides diversified responsible global equity exposure, appropriate for growth investors seeking global equity participation aligned with sustainability principles. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +6.32% | +6.32% |
| 3-Year Return | +30.52% | +9.27% |
| 5-Year Return | +17.67% | +3.31% |
| All Time Return | +82.04% | +9.90% |
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