STOCKS & BONDS
Social impact equity fund
Fund Overview
Fund Goal
The portfolio is designed to inspire, engage, and empower investors to align social and societal values with their investments while seeking diversified, market-based returns.
Who Can Invest
Any family member through Sedgwick Street Fund, LLC.
Who Might Want to Invest
An investor who:
- Is looking for a diversified fund that is globally allocated across U.S. and International Equity categories including fixed income
- Uses ESG and Impact metrics to invest and create positive screens based on Environmental, Social, and Governance frameworks
- The fund focuses active management exposure within the environmental and sustainable food/agriculture space
The portfolio is designed to inspire, engage, and empower investors to align social
and societal values with their investments while seeking diversified, market-based
returns.
The portfolio currently consists of four mutual funds:
Fidelity
U.S. Sustainability Index (FITLX) is a passive index fund tracking the MSCI
USA ESG Leaders Index.
Fidelity International Sustainability Index (FNIDX) is a passive index fund tracking
the MSCI ACWI ex USA ESG Leaders Index.
Wellington Global Impact (HGXIX) is an active fund that holds approximately 50
positions out of a global proprietary universe of global equity holdings that
balance the thematic exposures and are diversified across geography, capitalization,
and industry.
Pax Global Environmental Markets (PGINX) is an active fund that holds
approximately 50 positions seeking sustainable, above market returns by
investing globally in companies active in the growing Resource Optimization
markets.