Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks maximum total return through flexible investment in US equities while integrating ESG considerations into security selection. It invests at least 70% of assets in American equity securities, maintaining flexibility to invest in companies exhibiting either growth or value characteristics based on market conditions. The strategy employs fundamental analysis to identify attractively valued companies with strong business models, emphasizing adaptability as market outlook warrants. Through active ESG integration and flexible style positioning, the fund aims to capture opportunities across the US equity market, suitable for investors seeking core US exposure with ESG awareness and style flexibility. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +28.43% | +28.43% |
| 3-Year Return | +77.72% | +21.22% |
| 5-Year Return | +81.65% | +12.67% |
| 10-Year Return | +289.55% | +14.56% |
| All Time Return | +910.50% | +10.18% |
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