LU2696790935

Calamos Antetokounmpo US Sustainable Equities Fund

Fund Stats

  • NAV

    $10.01

    $0.08 (0.79%)

    As of 23/5/24

  • Inception Date

    27/3/24

Overview

The Fund employs an integrated, fundamental and proprietary sustainable process to evaluate and select what we deem are the highest-quality growth opportunities across market capitalizations.

Key Features

  • Authentic US heritage. The Fund is managed by a team that established and maintains one of the longest running ESG processes in the United States, consistently applied for more than 25 years.
  • Identifying global leaders. We invest in global leaders: companies with superior growth prospects and operating fundamentals. Our proprietary inclusive research dives deep to identify opportunities and risks from both financial and non-financial indicators.
  • Investments shaping the future. Our investment criteria identifies companies capable of navigating the future landscape of human development needs and environmental constraints while creating value for shareholders.

Portfolio Fit

The Fund can serve as an US equity allocation for investors seeking above-average returns with potentially lower volatility from a portfolio of highest-quality US sustainability-principled companies offering enhanced prospects for growth.

Fees & Expenses

Annual Expenses

Name A Shares
Gross Expense Ratio 2.10%
Management Fee 1.75%

Investment Information

Name A Shares
Minimum initial investment (£/€/$) $1000
Minimum subsequent investments (£/€/$) $100

Fund Information

Name A Shares
Inception Date 27/3/24
Bloomberg Ticker CAGFSAU LX
ISIN number LU2696790935

Literature

Investment Manager Commentary, April 2024

We remain wary of chasing highly valued stocks and are vigilant to the potential for elevated volatility after a long rally in the US stock market. We believe the use of alternative data, particularly environmental factors, provides a more complete view of the risk/reward opportunities in sectors, industries, and individual companies.

SFDR Disclosure

Transparency Statement under Article 10 of the Sustainable Finance Disclosure Regulation (EU) 2019/2088

KID

The Key Information Document (KID) aims to provide investors with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.

Calamos Financial Services LLC, Distributor

Check the background of the firm and its investment professionals on FINRA's BrokerCheck.

Before investing, carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-866-363-9219. Read it carefully before investing.

©2024 Calamos Investments LLC. All Rights Reserved. Calamos®, Calamos Investments® and Investment strategies for your serious money® are registered trademarks of Calamos Investments LLC.

Calamos Investments LLC, referred to herein as Calamos Investments®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Financial Services LLC and Calamos Antetokounmpo Asset Management LLC.

The personal data collected by Calamos on this website, or by any other means, is collected and stored in accordance with the General Data Protection Regulation (EU) 2016/679 ("GDPR").

Important Legal Information | Privacy Policy | Business Continuity | Code of Business Conduct and Ethics | ERISA 408(b)(2)