Portfolio Manager Alan Hsu discusses what makes investing in environmental opportunities so attractive today.
Investing With Your Values
Studies show that individual and institutional investors are increasingly looking for ways to align their personal values with investment strategies. Doing the right things for the environment and planning for your future financial needs are no longer mutually exclusive goals.
Good for the Environment,
The Fund invests in companies that are seeking to address environmental issues such as energy efficiency, water/waste management, and environmental change. New initiatives may make being green and profitable easier than ever before.
Impact Investing Expertise
Wellington Management, the Fund’s sub-adviser, has a dedicated team that engages with more than 250 companies every year on environmental, social, and governance issues. This internal resource provides integral insights for the portfolio management team who has been investing in an environmentally focused style since 2007.
Investing in the Future Hasn't Meant Sacrificing Returns
Growth of $10,000
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. THE PERFORMANCE SHOWN ABOVE IS INDEX PERFORMANCE AND IS NOT REPRESENTATIVE OF THE FUND’S PERFORMANCE. INDICES ARE UNMANAGED AND NOT AVAILABLE FOR DIRECT INVESTMENT. PLEASE CLICK HERE TO VIEW THE FUND’S PERFORMANCE.
Source: Morningstar, 1/17
Directly Solving Environmental Challenges
The Fund invests in companies, regardless of market-cap size or sector, that are directly seeking to address environmental issues.
1Comprised of the HSBC Climate Change Index (12/31/03-11/28/2008) and the MSCI Global Environment Index (11/28/08-12/31/16). The HSBC Climate Change Index is a modified market capitalization index which includes companies that are focused on addressing, combating or developing solutions to offset and overcome the effects of climate change. The MSCI Global Environment Index includes companies that derive 50% or more of their revenues from environmentally beneficial products and services. The MSCI Global Environment Index is an aggregation of the following MSCI Global Indices: Alternative Energy, Clean Technology, Sustainable Water, Green Building and Pollution Prevention.
2The MSCI ACWI Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets.
3The MSCI ACWI Energy Index includes large and mid cap securities across 23 Developed Markets and 23 Emerging Markets countries classified in the energy sector.
All investments are subject to risk, including the possible loss of principal. There is no guarantee the Fund will achieve its stated objective. The Fund’s share price may fluctuate due to market risk and/or security selections that may underperform the market or relevant benchmarks. Foreign investments can be riskier than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as political and economic developments in foreign countries and regions. These risks are generally greater for investments in emerging markets. Small-cap securities can have greater risk and volatility than large-cap securities. Risks of focusing investments on the utilities and industrials sectors include regulatory and legal developments, competitive pressures, pricing and rate pressures (utilities), rapid technological changes, potential product obsolescence, and liquidity risk. Risks of focusing on investments that involve sustainability and environmentally responsible investment criteria may influence investment performance relative to the Fund’s benchmark or competing funds and expose the Fund to increased risks related to downturns or other adverse developments in that market segment.