Development
Trillium ESG Global Equity Fund Investor Shares
PORTX
NASDAQ
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Similar Funds
Performance
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Price
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NAV
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Company Information
Provider
Trillium Mutual Funds
Manager/Tenure
(Years)
(Years)
Matthew W. Patsky (5), Laura L. McGonagle (2), John Quealy (2), 1 other
Address
Trillium Funds
Milwaukee WI - 53201-0701
Milwaukee WI - 53201-0701
Country
United States
Phone Number
866-209-1962
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that the Adviser believes are leaders in managing Environmental, Social, and Governance (“ESG”) risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in equity securities that meet the Adviser's ESG criteria, although the Adviser intends to normally be fully invested in such securities. The fund invests globally and has exposure to both emerging and developed markets.