Fund Stats
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NAV
$10.38
$0.05 (0.48%)
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Inception Date
27/3/24
Overview
The Fund employs an integrated, fundamental and proprietary sustainable process to evaluate and select what we deem are the highest-quality growth opportunities across market capitalizations.
Key Features
- Authentic US heritage. The Fund is managed by a team that established and maintains one of the longest running ESG processes in the United States, consistently applied for more than 25 years.
- Identifying global leaders. We invest in global leaders: companies with superior growth prospects and operating fundamentals. Our proprietary inclusive research dives deep to identify opportunities and risks from both financial and non-financial indicators.
- Investments shaping the future. Our investment criteria identifies companies capable of navigating the future landscape of human development needs and environmental constraints while creating value for shareholders.
Portfolio Fit
The Fund can serve as an US equity allocation for investors seeking above-average returns with potentially lower volatility from a portfolio of highest-quality US sustainability-principled companies offering enhanced prospects for growth.
Fees & Expenses
Annual Expenses
| Name | A Shares |
|---|---|
| Gross Expense Ratio | 2.10% |
| Management Fee | 1.75% |
Investment Information
| Name | A Shares |
|---|---|
| Minimum initial investment (£/€/$) | $1000 |
| Minimum subsequent investments (£/€/$) | $100 |
Fund Information
| Name | A Shares |
|---|---|
| Inception Date | 27/3/24 |
| Bloomberg Ticker | CAGFSAU LX |
| ISIN number | LU2696790935 |
Literature
Nuclear Power: Understanding a Changing Frontier of Opportunity and Risk
The latest white paper from the Calamos Sustainable Equities Team highlights how nuclear power could provide a powerful zero-carbon tool to address the challenges of skyrocketing energy demand and climate change, provided that proper guardrails are in place to prevent current risks.
Investment Manager Commentary, July 2024
Momentum’s recent outperformance has been astonishing. However, it’s rare for momentum rallies to persist. Think dot-com bubble. Decades of experience support our conviction in diversification. Accordingly, we’ve positioned the fund in the AI ecosystem and also in a breadth of innovation.
The Pendulum Swings on DEI Sentiment
Our sustainable equities team discusses the recent backlash against DEI programs, why human capital and labor management matter to a company’s success, and how its proprietary process seeks to differentiate between companies that authentically support human capital initiatives versus those that engage in “check-the-box” DEI efforts.
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.