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
As of June 2025
19.29%
YTD Return
24.02%
1 Year
16.15%
3 Year
4.67%
Since Inception
PERFORMANCE VS ACWI
As of June 2025
| PERIOD | GROWTH | ACWI | DIFFERENCE |
|---|---|---|---|
| YTD | 19.29% | 10.34% | 8.95% |
| 1 Year | 24.02% | 18.12% | 5.90% |
| 3 Year | 16.15% | 40.37% | -24.23% |
| Since Inception | 4.67% | 25.72% | -21.05% |
Past performance is not indicative of future results. Investment returns and principal value will fluctuate.