JEDTX Global Sustainable Equity Fund

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

NAV
$10.28
As of 07/07/2020

1-Day Change
-$0.09 (-0.87%)
As of 07/07/2020

ITD Return
2.80%
As of 07/07/2020

Overview

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Established strategy built on a 29-year history of sustainable investing and innovative thought leadership
  • High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
  • Commitment to provide clients with high standards of engagement, transparency and measurement

INVESTING WITH POSITIVE IMPACT

WHAT WE BELIEVE

We believe there is a strong link between sustainable development, innovation and long-term compounding growth.

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Our investment framework seeks to invest in companies that have a positive impact on the environment and society, while at the same time helping us stay on the right side of disruption.

We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.

The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”

Hamish Chamberlayne, CFA
Head of Global Sustainable Equity |Portfolio Manager

Investment Considerations

Global Sustainable Equity Fund Venn Diagram

Companies are analyzed and selected using a triple bottom line framework, considering how companies generate profits and their impact on people and the planet.

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KEY DOCUMENTS

Investment
Principles
GSE-Investment_Investment_principles_660x440
Global Sustainable
Equity Brochure
GSE-Annual-sustainability-report_660x440

PORTFOLIO MANAGEMENT

Hamish Chamberlayne, CFA

Head of Global Sustainable Equity | Portfolio Manager

Industry since 2003. Joined Firm in 2011.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

RETURNS (%) (As of 06/30/2020)
Global Sustainable Equity Fund - Class D Shares MSCI World Index℠
 
Since Inception
(06/25/2020)
Global Sustainable Equity Fund - Class D Shares 0.70
MSCI World Index℠ 0.42
RETURNS (%) (As of 06/30/2020)
Global Sustainable Equity Fund - Class D Shares MSCI World Index℠
 
Since Inception
(06/25/2020)
Global Sustainable Equity Fund - Class D Shares 0.70
MSCI World Index℠ 0.42
CALENDAR YEAR RETURNS (%)
 
 
ANNUAL FEES & EXPENSES (Estimated)
CLASS D SHARES
Management Fees 0.75%
12b-1 Fees -
Other Expenses 0.62%
Total Gross Expenses 1.37%
Waivers -0.37%
Total Net Expenses 1.00%

Portfolio

Index represents the MSCI World Index

Portfolio Characteristics (As of )
  FUND INDEX
Number of Holdings
Equity Issues
1637
Market Capitalization
Weighted Average
- $236.23B
Portfolio Turnover Rate
(1-year trailing)
- -
Price/Earnings Ratio
(1-year forward)
- 25.43
Price/Book Ratio
(1-year forward)
- 4.28
Earnings Growth Rate
(1-year forward)
- -11.03%

Developed VS Emerging Markets % OF FUND % of Index % OF FUND % of Index (As of )

Documents

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