This fund primarily allocates at least 80% of its total assets, including any capital acquired through borrowing, to equity securities to achieve its investment goals. The management team seeks out companies whose products and services are believed to promote positive environmental or social progress and contribute to enduring economic development. Typically, the portfolio holds between 50 and 70 distinct equity positions, mainly comprising common stocks, but may also include other instruments such as depositary receipts and warrants.
