VEOIX yields 0.97% · BTI yields 5.38%● Live data
📍 BTI pulled ahead of the other in Year 1
Combined, VEOIX + BTI cover 0 of 12 months — good coverage
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This actively managed fund is designed for investors with a high tolerance for risk who are seeking the potential to outperform the market over the long term, including those who may be environmentally conscious. The fund is intended to be used as a satellite position to augment a broadly diversified portfolio. The fund will seek to invest in companies which derive at least 50% of their revenue from activities deemed by the fund's advisor to contribute positively to environmental change and that are involved in the process of decarbonization. The fund's advisor is a leader in environmentally-oriented investing who employs a structured, research-driven process to identify companies exhibiting (i) structural growth opportunities, (ii) sustainable or persistent returns, and (iii) competitive advantages relative to their peers.ESG funds are subject to ESG investment risk, which is the chance that the stocks or bonds screened by the index provider or advisor, as applicable, for ESG criteria generally will underperform the market as a whole or, in the aggregate, will trail returns of other funds screened for ESG criteria. The index provider or advisor’s assessment of a company, based on the company’s level of involvement in a particular industry or their own ESG criteria, may differ from that of other funds or an investor’s assessment of such company. As a result, the companies deemed eligible by the index provider or advisor may not reflect the beliefs and values of any particular investor and may not exhibit positive or favorable ESG characteristics. The evaluation of companies for ESG screening or integration is dependent on the timely and accurate reporting of ESG data by the companies. Successful application of the screens will depend on the index provider or advisor's proper identification and analysis of ESG data. The advisor may not be successful in assessing and identifying companies that have or will have a positive impact or support a given position. In some circumstances, companies could ultimately have a negative or no impact or support of a given position.
Full VEOIX Calculator →British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States. It offers vapour, heated, and modern oral nicotine products; combustible cigarettes; and traditional oral products, such as snus and moist snuff. The company provides its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is based in London, the United Kingdom.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.