GROWTH
FLAGSHIP STRATEGY
Growth
The Growth Strategy invests in companies that generate positive impact the same way they generate revenue. We focus on businesses whose core products and services create measurable social and environmental benefits while delivering strong financial returns.
PERFORMANCE SUMMARY
19.29%
YTD Return
19.78%
1 Year
42.30%
3 Year
4.67%
Since Inception
PERFORMANCE VS ACWI
PERIOD
GROWTH
ACWI
DIFFERENCE
YTD
19.29%
10.34%
8.95%
1 Year
19.78%
16.50%
3.28%
3 Year
42.30%
21.74%
20.55%
Since Inception
4.67%
25.72%
-21.05%
Past performance is not indicative of future results. Investment returns and principal value will fluctuate.
PORTFOLIO DETAILS
STRATEGY DOCUMENTS