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Delivering Sustainable Investments Since 1982

Trillium P21 Global Equity Fund

Our Trillium P21 Global Equity Fund is celebrating its 20th year!
The Fund is available to investors as a mutual fund (Tickers: Retail - PORTX, Institutional - PORIX).

Trillium Small / Mid Cap Fund

Trillium's Small / Mid Cap Strategy is available to investors as a mutual fund (Ticker: TSMDX) with a minimum $100k investment.

John Hancock ESG Funds

Sub-advisor to:

The ESG All Cap Core Fund

The ESG Large Cap Core Fund

Green Century Balanced Fund

Sub-advisor to the Green Century Balanced Fund since 2005.

The Trillium P21 Global Equity Fund and the Trillium Small / Mid Cap Fund are distributed by Quasar Distributors, LLC. Trillium Asset Management is the advisor to the Funds.

The Trillium Small / Mid Cap Fund summary prospectus and statutory prospectus and the The Trillium P21 Global Equity Fund summary prospectus and statutory prospectus contain more complete information including risks, fees and expenses related to an ongoing investment in the Funds. Read carefully before you invest or send money. You may also obtain a hard copy of the statutory prospectus and/or summary prospectus by calling 866-209-1962.

Mutual fund investing involves risk. Principal loss is possible. The Funds invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. These risks are greater for investments in emerging markets. The Funds may invest in smaller and medium sized companies, which involve additional risks such as limited liquidity and greater volatility. The environmental policy of the Funds could cause it to make or avoid investments that could result in the portfolio underperforming similar funds that do not have an environmental policy. There are no assurances that the Funds will achieve their objective and/or strategy. Diversification does not assure a profit or protect against a loss in a declining market. Earnings growth is not a measure of the Fund’s future performance.

The MSCI ACWI (All Country World Index) is a market capitalization weighted index designed to provide a broad measure of equity-market performance throughout the world. The MSCI ACWI is maintained by Morgan Stanley Capital International (MSCI), and is comprised of stocks from both developed and emerging markets.

The Trillium P21 Global Equity Fund and the Trillium Small / Mid Cap Fund are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Please click here for Trillium P21 Global Equity Fund Holdings. Please click here for Small/Mid Cap Fund holdings. Current and future portfolio holdings and sector allocations are subject to change at any time and are not recommendations to buy or sell any security. Opinions expressed as those of the Funds, are subject to change, are not guaranteed and should not be considered investment advice.

Return on Invested Capital (ROIC): A calculation used to assess a company’s efficiency at allocating the capital under its control to profitable investments. Return on invested capital gives a sense of how well a company is using its money to generate returns.

Cash Flow: The sum of the after-tax profit of a business plus depreciation and other non-cash charges.

By clicking the links to third party sites you are leaving the Fund site and entering a third party site. The Funds are not responsible for any information contained on the third party site.

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