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Portfolio21 Global Equity Fund

Portfolio 21 Global Equity Fund

Account Services

Trillium’s Portfolio 21 Global Equity Fund seeks to invest in exceptional companies that are meeting positive thresholds of performance for Environmental, Social and Goverance (ESG) issues, such as strong workplace practices, a demonstrated record of producing safe products for consumers, protecting the environment, fair compensation for employees and executives, and respecting and upholding human rights.

For example, the Fund excludes companies directly engaged in fossil fuel exploration and production, weapons manufacturing, egregious labor practices, and a host of other activities we find to be environmentally or socially unattractive. The Fund’s financial standards are equally selective with a focus on leadership and strong fundamentals. The Fund’s holdings and portfolio characteristics reflect our commitment to quality and the long-term perspective of the portfolio.

The Global Equity Fund is available in two share classes on many investment platforms:

PORTX: Retail, available with a $5,000 minimum investment
PORIX: Institutional, available with a $100,000 minimum investment

Fact Sheet
Fact Sheet & Commentary
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Environmental Impact Report
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Frequently Asked Questions

Our institutional sales team is available to provide service to institutional investors, retirement plan providers, family offices, registered investment advisors and other investment professionals. Please call us at 866-209-1962 to request more information or to speak to a member of the Institutional Sales Team.

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