10 July 2021

SUSTAINABLE EUROPE 2Q21 REPORT

  • During the second quarter of 2021, the Sustainable Europe Strategy (the “Portfolio”) returned 7.1% gross of fees. The MSCI EUROPE TR net (the “MSCI Europe”) returned 6.5% and the MSCI EUROPE SRI TR net (the “MSCI Europe SRI”) returned 8.0%.
  • Year to date, the Portfolio returned 15.4% gross of fees while the MSCI Europe returned 15.4% and the MSCI Europe SRI returned 15.1%.
  • Holdings in the growth and cyclical sectors contributed the most to Portfolio returns during the second quarter while holdings in the Defensive sector contributed negatively.
  • During the quarter, we initiated positions in…

Read the SUSTAINABLE EUROPE 2Q21 REPORT

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