Responsible Returns, for a Lasting Difference

Many investors want to generate financial returns while investing in companies creating positive social and environmental outcomes. Aligned with the United Nations’ Sustainable Development Goals (UNSDGs), our team integrates environmental, social and governance (ESG) factors into the portfolio investment process with the aim of helping investors achieve these twin goals. 

Strong Return Potential
  • Growth potential is accessed by actively investing in US domiciled companies that are aligned to the UNSDG’s. 
  • The Portfolio reflects the team’s highest conviction ideas with positions sized for optimal risk/reward and balanced theme exposure.
Investing for a Better World
  • Starting with the UNSDGs the team invests in long-term forward-looking themes - Climate, Health and Empowerment, and further sub-themes
  • The use of a proprietary product identification methodology allows the team to find companies offering products or have supply chains, that contribute to achieving the 17 UNSDGs. 

The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk.

An Experienced Team

Daniel and Ben are supported by a dedicated team of experts who conduct fundamental research to identify companies with the strongest UNSDG alignment, revenue growth, profitability and management quality.  The Team engages with company management to address material ESG issues on an ongoing basis.

Investment Risks to Consider

These and other risks are described in the Portfolio's prospectus

Investment in the Portfolio entails certain risks. Investment returns and principal value of the Portfolio will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Portfolio include:

  • Derivatives risk: The Portfolio may include financial derivative instruments. These may be used to obtain, increase or reduce exposure to underlying assets and may create gearing; their use may result in greater fluctuations of the net asset value.

  • Equity securities risk: The value of equity investments may fluctuate in response to the activities and results of individual companies or because of market and economic conditions. These investments may decline over short- or long-term periods.

  • Focused portfolio risk: Investing in a limited number of issuers, industries, sectors or countries may subject the Portfolio to greater volatility than one invested in a larger or more diverse array of securities.

  • OTC derivatives counterparty risk: Transactions in over-the-counter (OTC) derivatives markets may have generally less governmental regulation and supervision than transactions entered into on organized exchanges. These will be subject to the risk that its direct counterparty will not perform its obligations and that the Portfolio will sustain losses.

  • Portfolio turnover risk: A portfolio may be actively managed and turnover may, in response to market conditions, exceed 100%. A higher rate of portfolio turnover increases brokerage and other expenses. High portfolio turnover may also result in the realization of substantial net short-term capital gains, which may be taxable when distributed.

Fund Literature