| | | Morningstar Overall Rating: |  | | Total Assets: | 1.82B | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.62% | | 5y Avg Return: | 1.74% | | Rank in Category (ytd): | 840 | | % Rank in Category (ytd): | 70.95% | | Beta (3y): | 1.07 | | Morningstar Risk Rating: | Average |
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| The investment seeks income and conservation of principal and long term growth of capital is the secondary objective. The fund follows a Sustainable Investing approach, combining rigorous financial analysis with equally rigorous Environmental, Social, and Governance (ESG) analysis in order to identify investments. It normally invests approximately 60% of assets in equities and 40% of assets in debt securities. The equity portion of portfolio may range from 50% to 75% and the debt portion of portfolio may range from 25% to 50%. The fund may invest up to 45% of assets in securities of foreign issuers, including American Depositary Receipts (?ADRs?). | | | Fund Profile |
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