KSEAEX Kames Sustainable Equity Portfolio

Objective

The trust seeks to provide above average total return primarily through capital appreciation.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio of equity securities selected by Kames Capital plc (the “Portfolio Consultant”). The Portfolio Consultant selected the securities for the portfolio by seeking to identify investment ideas through bottom up analysis while focusing its exposure on companies that have strong sustainability characteristics (as defined by the Portfolio Consultant).

Summary Data

Label Value
Symbol KSEAEX
Status
Sponsor
Series Series 2019-4Q
Asset Class
Investment Strategy/Goal
Investment Type/Style