Fund Stats
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NAV
£10.79
£0.04 (0.29%)
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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 | Z Shares |
|---|---|
| Gross Expense Ratio | 1.20% |
| Management Fee | 0.85% |
Investment Information
| Name | Z Shares |
|---|---|
| Minimum initial investment (£/€/$) | $1000 |
| Minimum subsequent investments (£/€/$) | $100 |
Fund Information
| Name | Z Shares |
|---|---|
| Inception Date | 27/3/24 |
| Bloomberg Ticker | CALGLBZ LX |
| ISIN number | LU2709497205 |
Literature
Latest Related Blog Posts
Investment Manager Commentary, October 2024
Today, many stocks are valued as if the best-case scenario is the default scenario, with risk barely considered. This scenario works until it does not. At some point, valuations and expectations will return to historical norms. As quality-oriented, valuation-aware investors, we believe we are in a good position to benefit from this shift.
Investing for Growth: 4 Global Megatrends
The Calamos Sustainable Equities Team explores the investment opportunities of electrification, decarbonization, digitalization, and automation—and shares company-specific examples of how SROI is participating in these exciting areas.
New UN Initiative Complements the Calamos Approach to Sustainable Equities Investment
The Calamos Sustainable Equities Team has been at the forefront of sustainable investing since 1997. A new UN initiative, Beyond GDP—which intends to measure wellbeing, inclusion and sustainability—validates the philosophy and proprietary research approach we’ve employed for 25+ years.
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.
Energy Crunch Opportunities: Balancing AI Innovation and Data Center Demands
While many companies are still defining their business case for AI, the possibilities appear limitless. However, the viability of AI’s rapid progression will depend on data center advancements that mitigate energy and resource use—and this is where we see tremendous investment opportunities.
Sustainable Investing is Here to Stay—Here are Two Reasons Why
Whether you love or hate sustainable investing, two important factors support the notion that it’s not only here to stay but will in fact increase in importance as more companies and investors realize that it’s time to get on board or risk losing a critical competitive advantage.
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.
Videos
About the Fund
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.