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ENVIX Environmental Sustainability Fund - Class I Please read important disclosure Close important disclosure false us en false false

Environmental Sustainability Fund - Class I
ENVIX
Class A Class I Class Y

Environmental Sustainability Fund - Class I
ENVIX
Class A Class I Class Y

  • NAV
    $16.25

    as of September 28, 2023
  • YTD RETURNS
    -10.22%

    as of September 28, 2023
  • Net Assets (All Classes)
    $3.90M

    as of August 31, 2023
  • Gross Expense Ratio
    4.29%
  • Net Expense Ratio
    0.95%
  • Inception Date
    07/13/2021

Fund Description

The Environmental Sustainability Fund seeks long-term capital appreciation by investing primarily in equity securities of companies operating in environmental sustainability markets such as renewable energy (solar, wind, geothermal, hydroelectric), smart resource management (energy efficiency, manufacturing), agriculture technology, recycling, water and advanced materials (electrification of transport, battery technologies).

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Overview

Fund Highlights

  • Addresses critical land and water factors, as well as greenhouse gas emissions, through global exposure to a broad range of companies purposely focused on these issues in alignment objectives as prescribed by the United Nations’ Sustainable Development Goals (SDG).
  • Attempts to identify companies confronting key sustainability imperatives while also exhibiting sustainable business models over the long-run
  • Combines objective evaluation of Climate, Land, Air and Water (CLAW) impact with fundamental company analysis to identify differentiated environmental advantages

Performance

Holdings

Portfolio

Team

Fees

Literature

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