Global Leaders Sustainability Fund

Investors should note that, relative to the expectations of the Autorité des Marchés Financiers, the name of this UCITS is disproportionate to the consideration of non-financial criteria in its investment policy.

As of 31.10.2023

Investment Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs. Life of Fund
Global Leaders Sustainability Fund -3.89% -1.83% 2.71% -1.41% -- -- 4.47%
MSCI All Country World IMI Index (net) -3.33% 5.75% 9.43% 6.45% -- -- 5.86%

Calendar Year Total Returns

  2022 2021 2020 2019†
Global Leaders Sustainability Fund -30.24% 20.85% 33.63% 8.91%
MSCI All Country World IMI Index (net) -18.40% 18.22% 16.25% 7.46%
† Since Fund’s inception on 7/29/19 through 12/31/19.
The Morgan Stanley Capital International (MSCI) All Country World IMI Index (net) is a free-float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. This series approximates the minimum possible dividend reinvestment.

Past performance is not necessarily a guide to future performance. Returns for periods of one year or more are annualized. All charges and fees, except any entry, exit and switching charge, have been taken into account in calculating the Fund’s performance. Returns for other share classes will differ from those shown above. The investment return and principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than the original cost. Levels and bases for taxation may change. For the most current month-end performance information, please visit our web site at